Delia Arhiri is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 20 years of industry experience. She has held positions at firms including Navy Federal Financial Group, MassMutual, and CUNA Brokerage Services. Outside of advisory activities, she is the owner of Premier Life Design, LLC, a home-based business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by internal and third-party research.

Doreen Trammell is a Series 66-licensed financial advisor with Thrivent Investment Management in Alexandria, VA, where she has worked since 2023. She has three years of industry experience and previously held roles at Rowene Kroesen and Calvary Church of the Nazarene. Outside of finance, she is involved in wellness coaching through Youngevity and serves as co-president of the Hayfield Garden Club, a civic association focused on gardening and community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without portfolio management or discretionary trading authority. Their approach integrates planning with managed-account options under a consolidated billing service called WealthPlan.

Douglas Lara Castro is a Series 66-registered financial advisor at J.P. Morgan Securities with two years of industry experience. His prior work includes roles at Charles Schwab, Bank of America, Merrill, and JPMorgan Chase Bank, N.A. He also has involvement with several entrepreneurial ventures, including positions at Parking Management Co LLC and Andrew Chekene Enterprises Inc. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Megan Palmer is a financial advisor at Edward Jones in Springfield, VA, holding the Series 66 designation. She has been with Edward Jones since 2026 and has no prior industry experience. Before joining the firm, her work history includes positions at Jimmy Johns and various roles during her education at The Pennsylvania State University and Trinity Christian School. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Beverly Taylor is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. She currently works at Fidelity Investments and has previously held roles at Ameriprise Financial Services, Securian Financial Services, and Minnesota Life. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios across mutual funds, ETFs, and ETPs.

Timothy Mccleerey is a financial advisor with Ameriprise in Woodbridge, VA, holding a Series 66 designation and 15 years of industry experience. He has worked with Ameriprise and its affiliate since 2012. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with its financial advisors.

Margaret Guido is a Series 66-licensed financial advisor at J.P. Morgan Securities with nine years of industry experience. Her prior roles include positions at Merrill, Bank of America, and extended consulting work at Ivy Consulting. She is also an owner and consultant at TLA Energy LLC, a company focused on due diligence for industrial property development. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Terrance Blount is a financial advisor with Equitable Advisors in Dumfries, VA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, Llc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm uses a hybrid referral and implementation model, tailoring client services based on documented goals, risk tolerance, and time horizon.

Simon Moon is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan entities since 2023, following a prior role at Wells Fargo from 2020 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Matthew Moore is a CFP®-certified financial advisor with Edward Jones in Alexandria, VA, with seven years of industry experience. Prior to joining Edward Jones in 2018, he served seven years in the United States Marine Corps, where he held the rank of Captain. 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 nationwide network of more than 23,700 financial advisors.

Jimmy Coates is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior work includes roles at Intuitive Research and Technology Company, Radiance Technologies, Inc., and several other firms. He is also involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based investment strategies.

Caprice Benfield is a financial advisor at Edward Jones in Springfield, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she served in the US Navy for seven years and held roles at NextEra Energy Operating Services, Bowhead, and UCLA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kathleen Catts is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2007. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Mc Larty is a financial advisor with LPL Financial in Springfield, VA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors, New York Life Insurance Company, and CUSO Financial Services. He is also involved with Apple Federal Credit Union in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Rodney Miller is a financial advisor with Primerica Advisors in Fort Washington, MD, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked at PFS Investments Inc. since 2011 and has been affiliated with Primerica Financial Services since 1999. Miller also has a background with the US Census Bureau spanning over two decades. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as some corporate and charitable clients. The firm manages wrap-fee asset management programs using model-delivery strategies and offers various portfolio options supported by third-party managers and custodians.

Jonathan Winston is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 10 years. His tenure at Edward Jones spans his entire industry experience since 2016. Outside of his advisory role, he serves as a co-trustee for a trust in Gainesville, VA, and participates on the finance committee of Lake Ridge Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide array of investment advisory programs. The firm manages over $1 trillion in assets through a large network of financial advisors and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bradley Booth is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a nationwide network of approximately 23,701 financial advisors.

Eugene Oneill is a financial advisor at Cetera with 27 years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, he spent 26 years with Avantax Advisory Services and Avantax Investment Services. He has also operated as a CPA since 1982 and serves as a board member and treasurer of 230 Garth Road Owners Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, overseeing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Patrick Langdon is a financial advisor with Ameriprise in Bristow, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Langdon serves as Vice President on the Board of Directors for the Braemar Blasters Swim Team. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Thavanh Xayarath is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Verizon Wireless for six years and serves in the Indiana Army National Guard. 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 financial planning and advisory programs, utilizing model portfolios, research, and various management approaches.