Arnold Connor Jr. is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including VOYA Financial Advisors and Cetera Wealth Services, LLC. He is also a part owner of Kurtz, Connor, Browning & Phillips, LLC, a DBA involved in the sales of securities and insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients from individuals to institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Tori Fritz is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. She previously worked at UBS Financial Services from 2005 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management serves 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 structured planning tools and analyses such as Monte Carlo simulations to support its financial planning process.

Tiara Green is a Planning Consultant at Fidelity Investments, where she assists clients in developing personalized, holistic financial plans. She aims to help clients navigate their financial journeys with confidence by building trusted relationships and providing a unique client experience. Tiara joined Fidelity Investments in 2023 as a Relationship Manager before transitioning to her current role in 2024. Prior to that, she worked as a Client Relationship Associate at Vanguard from 2021 to 2023. Her professional experience centers on client relationship management and financial planning. Outside of her professional work, Tiara has interests in art, beach activities, fitness, hiking, and reading.

Barbara Hunter is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has worked at MassMutual since 1995 and spent 18 years with MetLife Securities and Metropolitan Life Insurance Company prior to joining her current firm. Outside of her advisory role, she is also an insurance agent specializing in life, disability, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap programs, and educational seminars, with a planning process that emphasizes goal analysis and written recommendations through firm-approved software.

Pamela Mason is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on developing long-lasting relationships and is committed to helping individuals, families, and businesses optimize their finances at every stage of life. Pamela has expertise in areas including college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and women and wealth. Raised in the UK, Pamela completed her undergraduate studies at The University of Strathclyde and graduate studies, including an MBA from The Adam Smith Business School at the University of Glasgow. She earned the Chartered Retirement Planning Counselor (CRPC) designation in April 2017 and entered the securities field in the USA in 2012. Pamela also holds the Personal Investment Advisor (PIA) designation. Outside of her professional work, Pamela is active in her community with a particular interest in animal rescue. She volunteers at Promises Animal Rescue in Gainesville, VA, where she performs various roles such as conducting audits of homes for prospective fosterers or adopters. Her personal interests include cooking, gardening, hiking, interior decorating, running, spending time with family, and writing.

Lori Caumeil is a CFP®-certified financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to model financial outcomes.

Marco Jauregui Flores is a financial advisor with Edward Jones in Manassas, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Upskill Training Partners LLC and held positions with American Airlines in Peru and Bolivia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors and 15,000 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Martin is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies tailored to their short-, mid-, and long-term goals. He serves as a resource for a range of financial needs, including investing, retirement planning, and emergency savings, and can connect clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Justin holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and as a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Indiana University. His approach involves ongoing discussions with clients to address their goals, concerns, and questions, providing advice and guidance as their financial needs evolve.

Peter Agnew is a financial advisor with Merrill in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Merrill and Bank of America since 2010. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jesse Monsour is a financial advisor with LPL Enterprise holding a Series 66 designation. He has under one year of industry experience. Prior to his current role, he operated a pressure washing business and has work experience in educational settings, including James Madison University and various schools. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers alongside financial planning and consulting services.

Maxwell Nixon is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab, as well as prior experience outside the financial industry. Charles Schwab serves a large client base primarily composed 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 both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Brandon Brucker is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Brucker Consulting, Georgetown Partners, and Bytedance Ltd., among others. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven strategies with a broad range of financial products offered through bank and insurance affiliates.

John May is a financial advisor at OSAIC with 47 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corp for 23 years and VOYA Financial Advisors, Inc. for two years. He teaches Social Security and IRA planning classes at his church several times per year. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization tools and provides access to discretionary strategies, third-party managers, and alternative investments.

Nasra Sudi Martin is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2014. Outside of her advisory role, she serves as a personal care assistant for her special needs daughter. 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 combines research from its Wells Fargo Investment Institute with third-party data to support a diversified, theory-based investment approach.

Robert Potter is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2010. Outside of his advisory role, he serves as senior pastor of Journey Worship Centre and is president of Breakthrough Ministries, where he is involved in speaking engagements and leadership training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.

Joanne Dorris is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of brokerage and advisory solutions, combining research and analytics with diversification principles and modern portfolio theory.

Arthur Mcgonigal Jr. is a CFP® and ChFC® with 42 years of industry experience. He is currently with Osaic Wealth and has previously worked at Lincoln Financial Advisors Corporation and Sagemark Consulting, Inc. Outside of his advisory work, he manages family mineral rights and ranching leases through Ewing Mac, LLC. Osaic Wealth serves a wide range of clients including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools, offering both brokerage and advisory services through a multi-advisor platform.

Russell Day is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Edelman Financial Engines in Fairfax, VA, having joined the firm in 2025 following six years at Financial Engines Advisors L.L.C. His prior experience also includes roles at Boat America Corporation and McGladrey. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, managing diversified model portfolios with a long-term orientation.

Stephen Rosenzweig is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 credentials and over 54 years of industry experience. He has worked at Equitable Advisors since 2005 and previously operated IA Rosenzweig and Associates, Inc. for over 30 years. He is also appointed for outside insurance brokerage activities related to disability and long-term care insurance. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives using a mix of proprietary and third-party advisory programs without sponsoring its own wrap fee program.

Brandon Lee is a financial advisor with Ameriprise in Annandale, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.