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.

Joseph Whalen is a financial advisor with Raymond James & Associates in Chevy Chase, MD, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as an assistant rugby coach, teaching high school sophomores how to play the sport. Raymond James & Associates 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, charitable organizations, and municipal entities, offering financial planning and consulting through various advisory programs.

Aydin Tuncer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he serves as a director and member of the finance committee for iF, a Foundation for Radical Possibility, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services with a diverse array of portfolio management styles and affiliated research resources.

Randen Brown is a Series 66-licensed financial advisor at Merrill with six years of industry experience. Prior to joining Merrill, he worked at Footlocker Inc. and Burke and Herbert Bank. Merrill, in conjunction 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott A. Spiers serves as the Resident Director and Wealth Management Advisor at Merrill. He has been in the financial services industry since January 2015 and is a fully licensed financial advisor. Scott's approach centers on building wealth management strategies tailored to individual client needs, focusing on tax-efficient portfolios and retirement planning. Before joining Merrill, Scott began his financial services career with a smaller firm, achieving the highest level of production distinction in his third year. Prior to his financial career, he served nearly 21 years as a commissioned officer in the U.S. Air Force, commanding three squadrons and deploying to Iraq, Afghanistan, and Qatar. His educational background includes a Bachelor of Science from the U.S. Air Force Academy, a Master of Science in Finance from the University of Texas at San Antonio, an MBA from the College of William & Mary, and a Master of Arts in Homeland Security from the Naval Postgraduate School. He holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Scott emphasizes that his work is about understanding clients' life priorities and creating personalized financial plans that align with their goals and aspirations. He is committed to community involvement, reflecting the Merrill tradition of service by volunteering with local organizations. His personal interests include a variety of sports and endurance activities such as baseball, basketball, biking, football, running, running marathons, soccer, and swimming.

Ryan Fischer is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 63 designation and four years of industry experience. His career includes roles at Wells Fargo Clearing Services and Red Ventures, as well as work with Body Armor Sports Drink. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and tools, with optional implementation through various brokerage and advisory programs.

Benjamin Mackie is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Xcal, IMC, Montgomery College, and Andrews International. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

John Lasheski is a financial advisor at Morgan Stanley with 22 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as an executor for an estate in Brookeville, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array 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 uses a structured financial planning process supported by firm-approved tools and models.

Gordon Romans is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2023. Prior to that, he was with Equitable Advisors from 2020 to 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its process.

Kent Ashley is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with Mass Mutual and its affiliated entities since 2001. In addition to his advisory role, he is also licensed as an agent with various insurance carriers focusing on life, long-term care, and health insurance. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software tools to analyze client goals and deliver written recommendations.

Brandon Mong is a CFP® with 11 years of industry experience, currently affiliated with J.P. Morgan Securities in Bethesda, MD. His background includes roles at various divisions within J.P. Morgan, as well as United Brokerage Services and United Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, delivering non-discretionary advice through a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

David Giulieri is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1994. Outside of his advisory role, he is involved with Lake Sunapee Partnership LLC, a real estate investment entity. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies to support its clients' financial goals.

Timothy Calabrese is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional investors.

Mark Searles is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked previously at Grove Point Advisors, Grove Point Investments, SSN Advisory, and Medallion Financial Group. In addition to his advisory role, he is involved with Safe Money Concepts, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Connor Whitcomb is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Connor partners with clients to help them work toward both their short-term and long-term financial goals using Fidelity's technology and investment platform. He prioritizes developing quality, lasting relationships with clients and their families to ensure the effective use of Fidelity's resources tailored to individual needs. His experience spans comprehensive financial planning and client relationship management within Fidelity Investments.

Vladislav Romanov is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.

Bryan Holoman is a financial advisor with LPL Financial in Herndon, VA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with LPL Financial since 2012. Outside of advisory services, he is involved in tax preparation for individuals and operates a ride-sharing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources along with technology-driven strategies.

Joseph Myer is a financial advisor with LPL Financial in Ashburn, VA, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is involved with Courser Capital Management, LLC, a business related to his LPL activities. 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 provides a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Daniel Miller is a Series 66-registered financial advisor with 14 years of industry experience. He currently works at Morgan Stanley, having previously held roles at Hartford Funds Management Company and Pioneer Investment Management. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Lyssa Tavel is a financial advisor at Morgan Stanley with 12 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016 and also operates Lyssa Tavel Interior Design LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.