Keshia Keene is a financial advisor at Charles Schwab with a Series 65 credential and approximately one year of experience in the industry. Her prior work includes roles at Florida Financial Advisors and various positions at the U.S. Embassy in Nairobi, Kenya. Outside of finance, she has experience in the food service industry, including work with 3 Corners Pizza and Tampa Pizza Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios alongside centralized custody and trading infrastructure.

Adam Band is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2008 and joined Merrill Lynch in 2010. Adam works with affluent families, accomplished professionals, and business owners to provide goals-based wealth management. He focuses on simplifying clients' financial lives by acting as a central point of contact and integrating various elements of their wealth management needs. Adam holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree in communication from the University of Arizona, where he is part of the alumni organization Capitol Cats. He is fluent in Spanish, Portuguese, and English. Outside of work, Adam enjoys coaching his two sons' sports teams, including baseball and swimming. He also volunteers locally at Children's National Medical Center in Washington, D.C. Adam and his wife Joanna live in Potomac, Maryland with their two sons.

Justin Scott is a Series 66-licensed financial advisor with Morgan Stanley in McLean, VA, bringing four years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and SBSB Financial Advisors, as well as a background in full-time education and work at the University of Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment programs without offering individual security recommendations in standalone planning.

Michael Towhidi is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Prudential from 2023 to 2025. Outside of his advisory role, Towhidi owns a fitness social media business where he creates fitness and lifestyle content, develops workout plans, and provides fitness consulting. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including model portfolio construction based on proprietary research and quantitative analysis.

Susan Harrington is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as a trustee in a trust based in McLean, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Julie Bradsher is a CFP® certificant with 19 years of experience in the financial services industry. She is currently with Cetera and has prior experience with Avantax and 1st Global Advisors. Outside of her primary advisory role, she serves as Vice President of Sales and Marketing at Bay Business Group, a financial services firm she has been involved with since 2004. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a large network of independent advisors and serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Joely Mauck is a CFP® professional with 34 years of industry experience, currently advising clients at LPL Financial since 2009. She has also been affiliated with American United Life since 2002. Mauck holds Series 63 and Series 65 licenses and dedicates a small portion of her time to non-variable insurance sales with various carriers. 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 advisers. The firm offers a broad range of advisory programs and planning services, utilizing model portfolios, third-party research, and technologies including machine learning.

Samuel Taylor is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through various roles including Financial Consultant, Investment Consultant, and positions in Retirement and Investment Solutions. Prior to joining Fidelity, he worked as a Gold Representative at E*trade. As a Certified Financial Planner®, Samuel focuses on financial planning with an emphasis on educating clients to help them understand the big picture before making decisions. He holds a California Insurance License, which supports his work in financial consulting. Outside of his professional duties, Samuel's personal interests include attending concerts, riding motorcycles, and playing tennis.

Margarita Reyes is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at LPL Financial, State Farm Bank, and Erik Slaughter State Farm Insurance. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Rebecca Parker is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with RBC Capital Markets since 2009. Outside of her advisory role, she is a passive owner of a beach house in Nagshead, NC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Frank Barkanic is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Tysons, VA. His prior work includes roles at Fidelity Investments, Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Axa Advisors LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offering services through advisor-led and online platforms to a large client base.

Alexander Freed is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he focuses on helping high-net-worth clients pursue their professional and personal wealth management goals. He joined Merrill in 2017 and serves clients in the DC, Maryland, and Virginia area. His practice centers on developing in-depth relationships to understand clients' current situations and future aspirations, offering financial planning, tax minimization strategies, estate planning, customized lending solutions, and other services. Prior to joining Merrill, Freed earned a Bachelor's degree from the University of South Carolina's Darla Moore School of Business, studying Finance and Risk Management. He holds several professional certifications including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). His expertise encompasses areas such as college education planning, corporate benefits, executive compensation, family wealth management, retirement income, and more. A native of the Greater Washington Region, Freed understands the unique financial needs of his community. He is involved with organizations such as the Knights of Columbus and enjoys spending time with his family and engaging in activities like biking, bowling, fishing, football, golfing, hiking, and reading.

David Yeakel Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and operates Yeakel And Associates, a CPA firm, since 1989. Outside of his advisory role, he owns and manages a financial services DBA and is involved in non-investment property management activities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a broad range of clients, including individual investors, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment strategies.

Gunnar Laasanen is a CFP® with nine years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Northwestern Mutual Wealth Management Company and several other financial firms. He serves on the board of Hope For Grieving Families, a charity supporting local families coping with loss. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm supports a range of investment strategies with over 10,000 advisors and approximately $256 billion in assets under management.

Elizabeth Updike is a financial advisor at OSAIC with 40 years of industry experience. She has held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory work, she serves as recording secretary for the Greater McLean Republican Women’s Club and acts as trustee for a family revocable living trust. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across various investment types on both discretionary and non-discretionary bases.

Fawzi Beidas is a Financial Consultant currently working at Fidelity Investments since 2025. He has been engaged in the financial services industry since 2020, beginning his career as a Client Service Associate at Global Advisor Group. He advanced to the role of Financial Advisor at Global Advisor Group before joining Fidelity Investments as an Investment Consultant in 2023, and subsequently becoming a Financial Consultant in 2025. Fawzi focuses on understanding his clients' needs and desired outcomes to develop customized financial plans that address both expected and unexpected events. His professional experience spans client service, investment consultation, and financial advisory roles, providing a comprehensive foundation in financial planning and client partnership. Outside of his professional work, Fawzi enjoys attending concerts, watching football and soccer, and viewing movies.

Hayley Eames is a financial advisor at Edward Jones in Reston, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including at Orthodontics by Crutchfield and the Virginia Spine Institute. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Dianne Scott is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020, following eight years at UBS Financial Services Inc. Outside of her advisory role, she is involved as an independent distributor for two network marketing companies focused on nutrigenomics and clean beauty products. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Gregory Popera is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in guiding families through significant financial transitions, particularly those involving the sale of private family businesses. He works closely with successful families to help them prepare for liquidity events and to thrive in the subsequent phases of their lives. His approach emphasizes careful listening to understand each family’s unique goals and defining their “Purpose of Wealth” to provide tailored coaching and wealth management strategies. With over three decades of experience, Gregory focuses on family wealth management strategies, legacy planning, liquidity management, philanthropic planning, and small business strategies. He has designed initiatives such as a Unit Budgeting Process and Paycheck Replacement Program to support clients’ financial goals. Gregory holds the Certified Private Wealth Advisor® (CPWA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA) designations. He earned a bachelor’s degree from the University of Dayton and has been recognized consistently in industry rankings, including Barron’s Top 1,200 Advisors (2009–2019) and Forbes Best-in-State Wealth Advisors (2018–2022). Outside of his professional work, Gregory is involved in youth sports, having coached girls' softball and boys' football, served as a swim team representative, and currently acts as a swim meet official. He resides in Bethesda, Maryland with his wife Lisa and their four children and enjoys cooking, football, reading, softball, swimming, and spending time with his family.

Christopher Gabrys is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Cuso Financial Services, LP for 12 years and has been associated with Apple Federal Credit Union since 2010. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of model portfolios and research support.