Edward Berenato is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Atlantic Coast Mortgage and Household Title & Escrow. He has also spent time in full-time education and at Virginia Polytechnic Institute & State University. Charles Schwab & Co., Inc. serves a large client base, primarily 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 a mix of non-discretionary and discretionary investment advisory services supported by a multi-asset model portfolio approach and centralized operational resources.

Jeffrey Eveland is a Wealth Management Advisor and Managing Director at Merrill, where he leads The Eveland Group, a wealth management team based in Loudoun County, Virginia. He has over two decades of experience advising affluent individuals, families, corporate executives, business owners, and professionals on comprehensive financial strategies. His practice is focused on client-centered service, helping clients navigate significant life events and financial decisions through personalized planning. Jeff earned a Bachelor's degree from the University of Virginia, where he studied Engineering and Economics. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized nationally, including listings in Barron's "Top 1,500 Financial Advisors" and Forbes' "Best-in-State Wealth Advisors." Residing in Leesburg, Virginia with his wife, Alyssa, Jeffrey is active in the community, including involvement with the Loudoun County United Way. Outside of work, he enjoys traveling with his family, golfing, hiking, attending concerts, and sporting events.

Samuel Eddins Jr. is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at The Virginia Tech Foundation and Virginia Tech. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, with additional services including financial planning, trustee services, and insurance product facilitation.

Albert Fusca is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing, and City National Bank. Outside of his advisory work, he holds a power of attorney for a parent. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers and customizable portfolio options.

Kris Wappaus is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with tailored portfolio strategies implemented through a mix of in-house and third-party managers, supported by capital markets capabilities and integrated lending and cash-sweep arrangements.

Colin Plaisance is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to assess their current financial situations and introduces them to solutions available through Merrill and Bank of America. Colin focuses on helping clients develop and pursue their short-, mid-, and long-term financial goals by providing ongoing advice and guidance tailored to their evolving needs. Colin's areas of expertise include college education planning, family wealth management strategies, LGBT wealth planning, special needs planning, women and wealth, and sports and entertainment. He serves as a resource for investing, retirement planning, and saving for unexpected events, while also providing access to Bank of America specialists for banking, credit, lending, and small business solutions. He holds a Bachelor's Degree from the Louisiana State University System and a Master's Degree from George Mason University. Colin has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is a member of Tau Kappa Epsilon and has participated in the United States Peace Corps.

Michael Egan is a CFP® professional with 36 years of experience in financial advising. He is currently with Cetera and has held positions at VOYA Financial Advisors and his own firm, Egan, Berger & Weiner, LLC. Outside of advising, he is an independent insurance agent and a member of Dominion Cruisers of Clifton, a group that manages property for housing classic cars. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a multi-manager platform.

William Brinkley is a CFP® certificant with eight years of experience in the financial services industry. He has worked at RBC Capital Markets since 2024 and previously held positions at Truist Investment Services, Truist Advisory Services, and BB&T Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a range of advisory programs and tailors investment strategies using both in-house and third-party managers.

Scott Mclaughlin is a financial advisor with Wells Fargo Advisors in McLean, VA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Wells Fargo Advisors since 2013. He has ownership interests in investment-related entities, including SFM Associates, Inc. and McLaughlin GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research, tools, and models, serving clients who meet net-worth thresholds and integrating advisory services with other financial product offerings.

Bryan Kuskie is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He worked for Cantella & Co., Inc. for over two decades before joining Cambridge in 2022. Outside of his advisory role, he is involved in independent insurance services and participates in professional networking activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management options.

Kathryn Stegmann is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2007, including time affiliated with Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Edward Schultz III is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 39 years of industry experience. His prior work includes positions at City National Bank, Wells Fargo Clearing, and Morgan Stanley. He serves as an officer and board member of the Lenny Schultz Memorial Scholarship Fund, which awards an annual scholarship to a JMHS student in football, wrestling, or special education. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and portfolio management services to individual, institutional, and charitable clients. The firm employs tailored investment strategies and utilizes both in-house and third-party managers to serve its diverse client base.

Noah Trone is a Financial Consultant at Fidelity Investments, where he currently works to help clients achieve their financial goals. His approach involves understanding the priorities of clients and their families to collaboratively create tailored financial plans. Noah has held several roles at Fidelity Investments since 2022, including Financial Representative, Relationship Manager, Investment Consultant, and Planning Consultant. This range of experience has contributed to his knowledge in financial planning and client relationship management. Outside of his professional work, Noah enjoys golf and spending time with his pets.

James Hicks is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding a Series 66 designation and 13 years of industry experience. He has been with Mass Mutual since 2013 and has additional experience in business coaching and participation in focus groups. Hicks also founded and manages J.L. Hicks Financial Group LLC, through which he runs his financial services business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, and various organizations, employing client-specific analysis tools and offering event-driven planning programs.

Brian Mc Donald is a CFP® and ChFC® credentialed advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Michael Grinnell is a CFP® professional with 33 years of industry experience. He has worked at OSAIC since 2025 and previously spent 27 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, he operates an insurance brokerage business providing a variety of life, health, disability, and long-term care insurance products. OSAIC serves a diverse client base including retail investors, institutions, retirement plans, and charities, offering a range of brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by multiple strategic platforms and third-party managers.

Richard Jollon is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2014, including the Morgan Stanley Private Bank, National Association since 2015. He serves on the Investment Committee of the Community Foundation for Loudoun and Northern Fauquier Counties. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets.

Casey Plank is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo Clearing, Plank held positions at Lockton Companies, Wells Fargo Advisors, and Cardinal Wealth Management. 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Ryan Albrecht is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. He serves as Treasurer on the Board of Directors for The Willowsford Waves, a community organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income recommendations rely on internal research, third-party data, and algorithmic tools and feature restrictive enrollment criteria requiring a minimum level of investable assets primarily managed within Ameriprise’s affiliated product ecosystem.

David Mitchell is a financial advisor at UBS Financial Services in McLean, VA, holding a Series 66 designation with 15 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor its advice.