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.

Kevin Hutto is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. since 2018 and at Signator Investors, Inc. from 1992 to 2018. Outside of his advisory role, he serves as chair of the Finance Committee for the town of Clifton, Virginia, a position focused on recommending financial policies and budgeting. OSAIC serves a diverse client base including individual, high-net-worth, corporate, pension, and charitable clients through a broad network of advisers. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage a wide range of investment products on discretionary or non-discretionary bases.

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 spent 23 years with Lincoln Financial Advisors Corp. In addition to his advisory work, he teaches Social Security and IRA planning classes at his church several times a year. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with investment strategies that utilize asset allocation tools, risk-tolerance assessments, and automated rebalancing across diverse asset classes.

Nasra Sudi Martin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and seven years of industry experience. She has been with Wells Fargo Clearing since 2014. Outside of her advisory role, she serves as a personal care assistant, providing care for her special needs daughter. 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 combines in-house research with third-party analytics and offers both brokerage and advisory solutions.

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 who holds Series 63, 65, and 66 designations and has 33 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Arthur Mcgonigal Jr. is a financial advisor at OSAIC with 42 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Lincoln Financial Advisors Corporation and Sagemark Consulting, Inc. In addition to his advisory role, he is involved in managing family-owned mineral rights and negotiates leases with oil and gas companies through Ewing Mac, LLC. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with multiple investment platforms and third-party solutions. The firm employs advanced asset-allocation tools and supports a range of portfolio management styles across a broad spectrum of investment products.

Russell Day is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds a Series 65 designation and has worked at firms including Financial Engines Advisors L.L.C. and McGladrey. Prior to joining Edelman Financial Engines, he was employed at Boat America Corporation and New Virginia Majority. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified model portfolios and a fiduciary investment process emphasizing long-term management.

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.

Daniel Lee is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2018. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Anaita Wali Zada is a financial advisor at Merrill with a Series 66 designation. She has been with Merrill since 2024 and previously worked at Bank of America, N.A., Chico's FAS, Inc., and has experience in media production ventures. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Caleb Wines is a financial advisor at Edward Jones with nine years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2016. Outside of his advisory role, he works as a food delivery driver in Woodbridge, VA. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Nicholas Durso is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at City National Bank and Truist Advisory Services. Outside of his advisory work, he serves on the board of the Reston Raiders Hockey Club, a nonprofit youth hockey organization, where he is involved in fiduciary oversight and youth coaching. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, and charitable clients. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Christopher Herring is a financial advisor with LPL Financial in McLean, VA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior experience includes roles at MassMutual Investors Services, MetLife Securities, Raymond James Financial, and Waddell & Reed. He also operates Christopher Herring LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, combining advisory platforms with extensive non-advisory financial activities.