Trissa Monaghan is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Morgan Stanley before joining Stifel in 2019. Outside of her advisory role, Monaghan is a database specialist for technology solutions providers AMS.NET and MGT, where she transcribes data for record keeping. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Julia Tran is a financial advisor at Primerica Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience in both financial services and the food industry. Outside of finance, she owns Hoolia's Crochet, a small business creating handmade crochet products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Marika Husovsky is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

David Kelso is a financial advisor with Raymond James & Associates in Vienna, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, pension and profit-sharing plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by research and a variety of portfolio management styles.

James Ibach is a CFP® and ChFC® with 26 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2017, following prior roles at NYLIFE Securities LLC, New York Life Insurance Company, and Guardian Life. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships using firm-approved analytical tools and offers various event-driven planning programs.

Jae Young Lee is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. He began his career in 2000 and has developed expertise in wealth management, portfolio management, and structuring financial products. His professional background includes roles as Managing Director at Bank of America Merrill and Nomura International. Jae Young specializes in family wealth management strategies, institutional consulting, liquidity management, personal retirement planning, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from George Mason University. Fluent in Korean and English, he works closely with clients to develop personalized financial strategies tailored to their long-term goals. Outside of his professional responsibilities, Jae Young enjoys golfing, tennis, and traveling. He emphasizes a one-on-one approach to helping clients make informed decisions and achieve their financial objectives.

Joshua Winston is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including MassMutual, MetLife Securities, Morgan Stanley, and Charles Schwab. Outside of his advisory role, he serves as a teacher at Congregation Beth Emeth in Herndon, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and asset management solutions through a large network of investment adviser representatives.

Matthew Carney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional who focuses on a planning-first approach to personalized wealth management, advising clients in areas including executive and equity compensation, family wealth management, retirement planning, socially responsible investing, and trust and estate planning services. Matthew works closely with his clients to help them understand their current financial positions and to plan effectively for their long-term goals. Since joining Merrill Lynch Wealth Management in 2017, Matthew has developed expertise in a broad range of financial services such as investment management, banking and cash management, insurance services, long-term care planning, and customized lending through Bank of America, N.A. He holds a Bachelor's Degree in Economics and American Public Policy from St. Mary's College of Maryland, where he graduated magna cum laude. During college, he was a member of the men's varsity lacrosse team. Matthew maintains active involvement with several professional and alumni organizations including the College for Financial Planning, St. Mary's College of Maryland Alumni Association, and The Potomac School Alumni Association. He has participated in community events such as the St. Mary's College of Maryland men's lacrosse fundraising game for The Wounded Warrior Project. Outside of his professional life, Matthew enjoys basketball, golfing, music, spending time with his family, and traveling.

Colleen Shemer is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support financial planning services.

Sarah Brasington is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Previously, she has been involved with Herndon Youth Soccer and Trinity Presbyterian Church. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling techniques in its financial planning process.

Sallie Thompson is a CFP® and PFS™ with 29 years of industry experience. She is currently an advisor at Cetera and previously worked for Avantax Advisory Services and related entities for 13 years. In addition to her advisory role, she owns and operates an accounting and tax services firm, where she provides tax preparation, planning, and business consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supported by a large nationwide network of over 10,000 advisors.

Steven Kim is a financial advisor with Merrill, holding a Series 66 credential and three years of industry experience. His work history includes roles at Bank of America N.A., Merrill, NYLife Securities LLC, and New York Life Insurance Co. Outside of his advisory work, he is a general partner and managing member of SKRD LLC, an automotive parts sales and service business. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm integrates with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by multiple program strategies and tax-efficient implementation tools.

William Mason is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2022, with prior roles at Wells Fargo Clearing Services LLC and Pruco Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework.

Kleo Curry is a CFP® professional with 20 years of industry experience, currently affiliated with Morgan Stanley in McLean, VA. Prior to joining Morgan Stanley in 2023, Curry worked at UBS Financial Services for eight years. Outside of the financial industry, Curry serves on the Investment Committee of the Community Foundation for Loudoun and Northern Fauquier Counties. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside broad retail and institutional offerings.

Charles Markson is a financial advisor with Wells Fargo Advisors based in Alexandria, VA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. His career includes 11 years at Raymond James & Associates and nine years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. He is also the owner of CBM Holdings, LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo’s research and tools to develop tailored recommendations.

Joshua Johnson Journet is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial guidance and support to clients, focusing on wealth management strategies. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his expertise in investment advisory services.

Young Jung is a financial advisor with Edward Jones in Fairfax, VA, holding CFP® and ChFC® designations and 14 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2017 to 2024, as well as Penn Mutual Life Insurance and Hornor Townsend & Kent. Outside of his advisory role, he serves as a youth soccer referee for the US Soccer Association. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

Henry Mosher is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked in educational roles at Michigan State University, Washtenaw Community College, and Community High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics into its investment approach.

Matthew Edgar is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. He is based in Fairfax, VA. Outside of his advisory work, he is a guitarist in a local band that performs regularly at venues and private events. 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 solutions, supported by a network of more than 23,000 financial advisors and 15,000 branch offices.

Leland Penno is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009 and 2016, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning conducted through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.