Nathan Myers is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2008. Outside his advisory role, he is a board member of the Wholehearted Foundation and serves as a board trustee for Providence Academy, where he participates in governance and financial oversight. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Glen Cesari is a CFP® with 16 years of industry experience, currently serving as an advisor at Raymond James Financial. His prior experience includes roles at Northwest Financial Advisors LLC, Northwest Financial Group LLC, and LPL Financial, as well as eight years of service in the US Navy. He is also the managing partner of Momentum Capitol Wealth Advisors, where he sets strategy and direction. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

James Palmer Jr. is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in general management of a supply business, J Reilly Associates, based in Springfield, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving plan objectives with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Kevin Davidson is a financial advisor with Cambridge Investment Research Advisors in Gaithersburg, MD. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including 17 years with Allstate Insurance Co. He is also involved as an agent with Tomasetti Wealth, operating under Montgomery Financial Partners. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Dan Raube is a Financial Consultant at Fidelity Investments, where he has been working since 2021 in various consulting roles. He currently holds the position of Financial Consultant since 2024, having progressed through roles including Financial Consultant I, Investment Consultant, and Planning Consultant within the firm. Dan's professional experience spans financial planning and investment consulting, with previous roles in insurance as an Agent, Account Manager, and Agency Field Specialist at State Farm Insurance. His career reflects a focus on providing personalized, goal-based financial planning to clients. Outside of his professional work, Dan has interests in beach activities, football, hiking, parenthood, pets, and running.

Samuel Kim is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2025, he held roles at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research.

Parker Willis is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop and implement comprehensive financial plans tailored to their individual needs. He focuses on simplifying investing to ensure clients are comfortable with their financial strategies. Willis has been with Fidelity Investments since 2015, progressing through roles including Financial Services Representative, Financial Representative, Relationship Manager, and Investments Consultant before becoming a Financial Consultant in 2022. Prior to joining Fidelity, he worked as a Mortgage Loan Officer at EverBank from 2013 to 2014.

Linda French is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She previously worked at Navy Federal Brokerage Services and Navy Federal Financial Group from 2010 to 2022. Outside of her advisory role, she is involved in real estate rental ownership in DelRay Beach, Florida. 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 a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Adam Sahak is a financial advisor at Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2023 and previously held positions at PNC Bank, Domino’s, SunTrust Bank, and BB&T Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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 sources to guide its investment approach.

Gregory Souchack is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked for International Business Machines for 20 years. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Alexander Jordan is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. His prior work includes six years at Allstate Insurance Company and a brief employment at George Mason University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.

Houry Kachadorian is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2008 and focuses on providing a comprehensive approach to managing wealth that starts with understanding each client's individual needs and goals. Houry assists clients in managing family wealth, legacy planning, personal retirement planning, philanthropic planning, socially responsible investing, women and wealth, tax minimization, and retirement income strategies. Before joining Merrill Lynch Wealth Management, Houry served clients at Bank of America for over ten years. She holds a Bachelor's Degree from Ramapo College of New Jersey and has earned professional designations including Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Houry is fluent in English and Armenian. Her personal interests include interior decorating, music, reading, running, and spending time with family. She resides in Gainesville, Virginia with her husband and children. Houry emphasizes adapting investment strategies to reflect changes in clients' lives and aims to provide thoughtful guidance that meets their evolving financial goals.

Casey Muhtadi is a financial advisor at Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 credentials with 11 years of industry experience. His work history includes multiple roles at Wells Fargo and Truist Investment Services between 2013 and the present. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions with over $671 billion in assets under management.

David Sheehan is a CFP® with 23 years of industry experience, currently serving at Edelman Financial Engines. He has worked with the firm and its predecessors since 2009, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term orientation.

Kevin Buckley is a CFP® professional affiliated with Morgan Stanley in McLean, VA, with five years of industry experience. His prior work includes five years at Wells Fargo Clearing Services and 14 years at Georgetown Preparatory School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios to support client financial goals.

Keyan Abrishamkar is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Woodbury Financial Services and Capital One Advisors. He is also the owner of Keynow LLC, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, leveraging both proprietary and third-party research and technology.

Michael Gainor is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Bank of America, Merrill, Charles Schwab, and T. Rowe Price. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Justin Willis is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and Pinnacle Financial Partners, where he manages client portfolios and develops new business. Prior to this, he worked at JP Morgan Chase Bank and Bank of America Private Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, along with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Scott Aune is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at LPL Financial and Northwest Financial Group LLC for a decade. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytical tools and non-discretionary services tailored to client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Trent Smith is the Vice President and Branch Leader at Fidelity Investments' Reston, Virginia Investor Center. In this role, he leads a team of Financial Consultants focused on delivering client-centric experiences through holistic planning and guidance. He aims to foster an empowering and motivating environment to support associates in achieving their long-term personal and professional objectives. Smith has held various positions at Fidelity Investments since 2013, including Assistant Branch Leader, Workplace Guidance Manager, Guidance Support Specialist, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his experience across multiple facets of financial services and leadership within the organization.