Colleen Smith is a financial advisor with OSAIC holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Morgan Stanley, FSC Securities Corporation, and Kramer Financial LLC. Outside of financial services, she works as an American Sign Language interpreter for Purple Communications. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services along with access to various managed account solutions. The firm employs comprehensive asset allocation tools and a mix of investment products tailored to client needs, supported by a complex corporate structure and multiple third-party partnerships.

Charles Carson Jr. is a financial advisor with Morgan Stanley in Leesburg, VA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by proprietary tools and modeling techniques.

Max Skirkanich is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Davenport & Company LLC and The Virginia Tech National Science Institute. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Duncan Mcclure is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Laura S. Jenkins, P.C., D'AMURA and ZAIDMAN, and Chaplin and Associates. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios spanning mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies.

Michael Lewis is a financial advisor based in Leesburg, VA, affiliated with Edward Jones. He holds a Series 66 designation and has seven years of industry experience, including roles at New York Life Insurance Co. and NYLIFE Securities LLC. Outside of his advisory work, he periodically accepts mobile DJ gigs through his business, Soulsimplesounds Inc. 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 through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Kenneth Liu is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked previously at Avantax Investment Services and 1st Global Advisors, among other firms. Liu is also a CPA and owns a tax and accounting services business, and serves as treasurer for the Ashburn Crossroads Condominium Unit Owner Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Michael Imoh is a CFP® professional affiliated with Edward Jones, where he has worked since 2013, totaling 13 years of industry experience. He holds a Series 66 license and is based in Ashburn, VA. Outside of his advisory role, he is involved in real estate ventures including ownership and partnership in several property-related businesses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Gregory Frese is a financial advisor at Ameriprise with two years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Ameriprise in 2023, he worked at Capital One Financial for 20 years. Outside of his advisory role, he is a manager of F&M Ventures, LLC, a real estate-related business. Ameriprise offers a retirement-income planning service aimed at individuals with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored retirement income recommendations.

Kobby Okum is a financial advisor with Edward Jones in Leesburg, VA, holding the CFP® and Series 66 designations and possessing 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as president of the Ghana Impact Project, a 501(c)(3) charity based in Stone Ridge, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of roughly 23,701 financial advisors.

Morgana Herrera is a Series 66 licensed financial advisor at Edward Jones with six years at the firm and a total of nine years in the industry. Prior to joining Edward Jones in 2020, she worked for seven years at National Funding. 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 under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and securities-based lending options.

Maryury Burbano Montano is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in goals-based financial planning, seeking to align clients' financial lives with their personal values to optimize outcomes. Her approach involves creating personalized, dynamic financial plans that are continuously monitored and adjusted as clients' priorities evolve. Her areas of expertise include education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She utilizes comprehensive evaluation techniques across investment management, cash-flow management, debt management, risk management, estate planning, tax minimization strategies, and healthcare cost planning to support her clients' financial goals. Maryury holds a Bachelor's Degree from George Mason University and the Personal Investment Advisor (PIA) professional designation. She is fluent in English and Spanish. Outside of her professional role, she enjoys dancing, music, spending time with her family, traveling, and watching movies.

Scott Wilson is a financial advisor at Charles Schwab with 22 years of industry experience and holds the Series 66 designation. He has worked at Charles Schwab & Co., Inc. since 2016 and previously worked at TD Ameritrade, Inc. from 2022 to 2024. 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, offering multi-asset model portfolios and alternative investment options.

Michael Zisko is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Thrivent, he worked at Wells Fargo Bank for 17 years. Outside of his advisory role, he owns MZ Inspections, a sole proprietorship conducting home occupancy inspections. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management. The firm offers services through a large network of advisors and allows clients to combine planning with managed-account programs under a consolidated billing option.

Joshua Wolinski is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Hamdan Resources and Arcfiled, as well as academic positions at George Washington University, Roanoke College, and Randolph College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Angela Antonelli is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Raymond James since 2020 and serves as an adjunct assistant professor of finance at Northern Virginia Community College. Additionally, she works as an election officer in her local community. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and sponsors wrap-fee advisory programs, with a notable affiliation to a municipal advisor for public-finance work.

Morgan Russo is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Grove Point Advisors, Grove Point Investments, MassMutual Investors Services, MassMutual Life Insurance Company, MSI Financial Services, Best Western Historic Frederick, and Mutual of Omaha. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Ethan Loewen is a financial advisor with Edward Jones located in Charles Town, WV. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining Edward Jones in 2021, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Michael Magruder is a CFP® with over 32 years of experience in financial advisory and tax preparation. He has served in various roles at Avantax and Cetera since 2002 and currently operates his own tax preparation and accounting business. He is affiliated with Cetera Investment Advisers LLC, a large SEC-registered advisory firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services.

Joseph Esparolini is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following a year at Facebook and six years with the U.S. Army's Department of Defense. Outside of financial advising, he is involved with Hunting Hawk Farm, LLC, a horse boarding and apartment rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Matthew Wright is a financial advisor with Merrill in Leesburg, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill Lynch and Bank of America since 2011. Outside of his advisory role, he participates in the Loudoun County Chamber of Commerce, engaging in general business networking. Merrill, along 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 plans, corporations, and charitable organizations.