Stefan Lambert is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities. He has been with Equitable Advisors since 2025. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers, utilizing a hybrid referral and implementation model.

Jeffrey Eveland is a Wealth Management Advisor and Managing Director at Merrill, where he leads The Eveland Group, a wealth management team based in Loudoun County, Virginia. He has over two decades of experience advising affluent individuals, families, corporate executives, business owners, and professionals on comprehensive financial strategies. His practice is focused on client-centered service, helping clients navigate significant life events and financial decisions through personalized planning. Jeff earned a Bachelor's degree from the University of Virginia, where he studied Engineering and Economics. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized nationally, including listings in Barron's "Top 1,500 Financial Advisors" and Forbes' "Best-in-State Wealth Advisors." Residing in Leesburg, Virginia with his wife, Alyssa, Jeffrey is active in the community, including involvement with the Loudoun County United Way. Outside of work, he enjoys traveling with his family, golfing, hiking, attending concerts, and sporting events.

Brian Mc Donald is a CFP® and ChFC® credentialed advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Richard Jollon is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2014, including the Morgan Stanley Private Bank, National Association since 2015. He serves on the Investment Committee of the Community Foundation for Loudoun and Northern Fauquier Counties. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets.

Christopher Claps is a financial advisor with Merrill in Leesburg, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Merrill since 2017 and previously spent three years with Archer Distributors, LLC. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriel Short is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Merrell and Virginia Tech, among others. Outside of his financial advisory role, he works as an independent food courier for Uber Eats. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and utilizes a combination of discretionary and non-discretionary asset management strategies.

Michael Glozer is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fisher Investments, he worked at Churchill Management Group for 18 years and Focus Partners Wealth, LLC for one year. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process utilizing quantitative and qualitative research, and offers tax-aware strategies and risk management techniques.

Carole Maloney is a financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Maloney serves on the board of directors for Conversations at Oatlands, a nonprofit organization based in Leesburg, VA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Erin Smith is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. She has held roles at Accordant Advisory Group and Raymond James Financial Services, reflecting a continuous career in financial advisory since 2000. Outside of her advisory work, she is president of Goose Creek Strategies, LLC, a support company, and serves as treasurer on the executive board of the Middleburg Hunt nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling and supports various advisory programs and specialized institutional consulting.

Jon Wasilausky is Vice President and Financial Consultant at Fidelity Investments, where he leads a wealth management team focused on creating customized financial plans for clients and their families. He employs a collaborative and consultative approach to understand individual and family concerns, aiming to develop financial strategies tailored to unique goals. Jon has been with Fidelity Investments since 1993, progressing through various roles including Market Leader, Senior Branch Office Manager, Regional Sales Manager, and Branch Manager. His extensive experience spans wealth management, investment consulting, and branch leadership. He holds a California Insurance License. He resides in Northern Virginia with his wife and four sons.

Clifford Boyle Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning using structured discovery conversations and proprietary planning tools.

Ryan Supplee is a financial advisor with Morgan Stanley in Leesburg, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that integrates Global Investment Committee estimates and scenario modeling.

Mary Elizabeth Galvan is a financial advisor at Edward Jones in Purcellville, VA, holding a Series 66 designation with seven years at the firm and one year of industry experience overall. Prior to joining Edward Jones in 2019, she worked at George Mason Mortgage from 2014 to 2018. 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 and offers a range of advisory programs, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Justin Lee is a CFP® professional affiliated with Charles Schwab, with four years of industry experience. He has held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2023, and prior to that worked at McAdam LLC. Outside of finance, he has experience in the restaurant industry and academic settings. Charles Schwab & Co., Inc. serves a large client base of 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 offers a mix of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a centralized operational structure.

Charles Maloney III is a financial advisor with Ameriprise in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, Maloney serves as chairman of the board for Conversations at Oatlands and is involved in his family-owned business, ROYCO, Inc., which operates non-residential properties. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Malcolm Jews is a CFP® and holds a Series 66 license with four years of industry experience. He is currently affiliated with LPL Financial and M&T Bank. Prior to these roles, he worked at United Brokerage Services, Truist Investment Services, Wells Fargo, and Morgan Stanley. Malcolm serves as Treasurer and a board member of The Smart Cookie Foundation, which provides scholarships and grants for higher education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Jennifer Damme is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2021 and previously held roles at Bankers Life Securities Inc and Bankers Life and Casualty. Jennifer also operated her own business, Jenn Damme Strategist, from 2014 to 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.

Christopher Richardson is a financial advisor with Cambridge Investment Research Advisors in Leesburg, VA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2012 and has been associated with HMS Financial Services Inc. since 1998. In addition to his advisory roles, he serves as Director of Business Development for Aurora Healthcare Resources Inc. and owns RRG Inc., where he provides financial and insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals and employs a range of investment strategies and platform arrangements tailored to client objectives.

Mary Lynes is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor (CRPC) designation. She also holds the Personal Investment Advisor (PIA) designation. Mary graduated from Georgetown University with a bachelor's degree and earned her master's degree at George Washington University, majoring in finance. She began her career in investments and financial markets in 1982. Her areas of focus include education planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. At Merrill Lynch, Mary and her team work with families and small business owners to assist in every aspect of their financial lives. They build structured plans based on clients' priorities to help achieve their financial goals. Outside of work, Mary enjoys cooking, dancing, fishing, gardening, hiking, music, spending time with her family, traveling, and yoga.

Trevor Ikwild is a Senior Financial Advisor at Merrill Lynch Wealth Management with experience in the financial services industry since 2011. He has focused on developing wealth management strategies for high-net-worth individuals, their families, and businesses to help pursue both short- and long-term financial goals. Trevor specializes in areas including college education planning, corporate executive services, executive and equity compensation, liquidity management, personal retirement planning, small business strategies, sports and entertainment, tax minimization, and retirement income. Trevor holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science degree in Economics and Commerce from Hampden-Sydney College. Beyond his professional work, Trevor is involved in his community as a member of the Rotary Club of Purcellville and participates with Loudoun Fair and Associates. He resides in Purcellville, Virginia, with his wife and three children. In his personal time, he enjoys football, golfing, running, and spending time with his family.