Caitlin Luchkiw is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has prior work experience at Giant Grocery and Torrid. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and financial planning services to both individual and institutional clients, utilizing structured discovery processes and advanced planning tools.

Eman Mossadeghi is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement strategies and portfolio management. Since joining the firm in 2013, he has developed expertise in areas including corporate executive services, executive compensation, divorce transition planning, legacy planning, tax minimization, and socially responsible investing. Eman is a member of the Evolve Wealth Management Group and has received recognition including inclusion on the 2022-2025 Forbes "America's Top Wealth Management Teams High Net Worth" list, the 2025 Forbes "Best-In-State Wealth Management Teams" list for the District of Columbia, and Barron's top 1,200 Financial Advisors from 2018 through 2024. Eman holds a Bachelor's Degree in Finance from Virginia Polytechnic Institute & State University (Virginia Tech). His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and Spanish. Based in Alexandria, Virginia, Eman lives with his wife and two sons. He is an avid Washington D.C. sports fan and a Brazilian jiu-jitsu black belt. Outside of work, he volunteers with the Virginia Tech Alumni Association.

Dylan Cantz is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Washington, DC, and has three years of industry experience. His prior work includes roles at JPMorgan Chase Bank and Western Asset LLC, as well as academic positions at the University of California, Berkeley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Brainard Warner is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at RBC Capital Markets and Ferris, Baker Watts, LLC. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Valerie Mayer Lopez is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services. Her background includes a period as a full-time student at George Mason University and various roles in the service industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Folasade Akingbade is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Prior to joining Merrill, she spent one year with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of her advisory role, she owns Hakonix Technologies LLC, a business focused on online sales of computer accessories. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Leonard is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked at RBC Capital Markets since 2012 and concurrently at City National Bank since 2016. Leonard serves as an officer of a professional networking group, BNI, where he manages membership and tracks referral statistics. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through various portfolio management and planning services.

Barbara Oleary is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 32 years of industry experience. She has worked at Cetera since 2013 and previously spent 20 years at Dondero & Associates, Limited. Outside of advising, she is involved in will and trust planning through her firm Barbara J. O'Leary, LLC, where she serves as a Master Certified Estate Planner, and provides tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures with over 10,000 advisors and $256 billion in assets under management.

Alex Slone is a Financial Consultant at Fidelity Investments, a role held since 2023. He has been with Fidelity Investments since 2018, serving in various capacities including Investment Consultant, Relationship Manager, Investment Solutions Representative, Workplace Planning and Advice Associate, and Client Representative Advocate. Throughout his tenure at Fidelity Investments, Alex has developed expertise in client relationship management and investment consulting. He emphasizes understanding clients' individual circumstances through detailed discussions to create financial plans tailored to their unique needs. His approach aims to provide clients with peace of mind and confidence in their financial future. Outside of his professional role, Alex has personal interests in golf, music, running, snowboarding, and traveling.

Aidan Castle is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and four years of industry experience. He previously worked at Morgan Stanley for four years and has experience in various roles outside finance, including management positions in the food service industry. 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. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research, and incorporates an ESG eligibility framework in its recommendations.

Brandt Zimmerman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with former federal employees, nonprofit organizations, business owners, and families to navigate complex financial decisions. His expertise includes education planning, family wealth management strategies, institutional investment consulting, legacy planning, philanthropic planning, personal retirement planning, small business strategies, tax minimization, and retirement income. He assists nonprofit leadership with sustainable growth and financial stability planning, guides former federal employees through retirement and career transitions, and supports business owners during critical phases such as succession planning and liquidity events. Zimmerman holds a Bachelor's Degree from Clemson University and a Master's Degree from Northeastern University. He is a Personal Investment Advisor (PIA) and is involved professionally with organizations such as the Arlington Chamber of Commerce and the Clemson Alumni Club of Washington DC. His approach emphasizes long-term relationships and ongoing planning, delivering clear and tailored guidance according to each client's goals and needs. Outside of his professional career, Zimmerman is active in community involvement, assisting with assisted living communities in Northern Virginia. He lives in Burke, VA, with his wife and two seven-year-old sons, Linden and Keller. His personal interests include baseball, camping, cooking, fishing, football, hiking, music, reading, running, and spending time with his family.

Nazzareno Spurio III is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, McAdam LLC, and Purshe Kaplan Sterling Investments. Spurio is also involved with Pillar Wealth Partners, a DBA for his LPL business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales and affiliated trust services.

Michael Churchill is a Series 65-licensed advisor with 19 years of industry experience. He has been with Churchill Research Inc., an independent firm he has operated since 2002. Churchill Research Inc. is a single-advisor independent firm based in Falls Church, VA.

Mark Katzenberger is the sole advisor at 401K and More, an independent firm based in Arlington, VA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to his current role, Katzenberger worked at Accenture Federal Services as a Senior Manager and Data Management Lead. He is also engaged in IT consulting outside of his advisory work. 401K and More serves clients with retirement planning and investment advisory services, operating as an independent firm focused on personalized financial strategies.

Leighton Roper Jr. is a financial advisor at Net Worth Advisory Services in Arlington, VA, with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with his current firm since 1994. Net Worth Advisory Services is an independent firm focused on providing personalized financial guidance.

Christopher Nie is the owner and sole advisor at Astra Investment Advisers, an independent firm based in Arlington, VA. He holds a Series 65 credential and has three years of experience in the financial advisory industry. Outside of his advisory role, Nie works as a business development manager at Sierra Space Corporation and owns a small real estate rental business. Astra Investment Advisers provides investment advisory services to individuals through flat-fee, hourly engagements focused on portfolio reviews and recommendations. The firm does not manage client assets or maintain custody of funds and emphasizes value-based investing combined with financial planning and quantitative analysis.

Kathleen Finn is a CFP® with 19 years of industry experience, currently serving as an advisor at Catoctin Ridge Wealth Partners. She previously led Finn Financial Advisory Group, Inc. for 14 years and has operated Kathleen Finn, LLC since 2009. In addition to her advisory work, she provides tax preparation and planning services as an enrolled agent and offers insurance sales outside of her investment advisory role. Catoctin Ridge Wealth Partners offers investment advisory services to individuals, businesses, and retirement plans, focusing on diversified, longer-term strategies and fundamental security analysis. The firm provides both discretionary and non-discretionary management and incorporates unique features such as high client loads per advisor and the ability for advisors to implement insurance recommendations outside the firm.