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 at Cambridge Investment Research Advisors with 31 years of industry experience. He has worked with Cantella & Co., Inc. for over 20 years before joining Cambridge in 2022. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management and platform 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 with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at RBC Capital Markets since 2017 and City National Bank since 2018, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies through a combination of in-house and third-party managers and offers various account structures and options, including tax management and responsible-investing screens.

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 MassMutual Investors Services in McLean, VA, holding a Series 66 license and 12 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he conducts business coaching sessions and participates in focus groups. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and education through collaborative, goal-focused engagements using firm-approved analytical tools.

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, currently serving at Osaic since 2025. He spent 27 years at Lincoln Financial Advisors Corporation prior to joining Osaic. In addition to his advisory role, he is involved in insurance brokerage activities, providing clients with traditional life, accident, health, disability, and long-term care insurance coverage. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct customized portfolios across various asset classes.

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.

Tambria Thacker is a financial advisor with Primerica Advisors in Gaithersburg, MD, holding Series 65 and Series 63 licenses and 13 years of industry experience. She has worked at Primerica Financial Services since 2011 and PFS Investments Inc. since 2013. Outside of advisory work, she operates a business affiliated with Primerica and works as an Uber driver. Primerica Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies and discretionary management, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Simon Pardo is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In this role, he partners with clients and their families to help them understand their current financial situations and develop plans to work toward their financial goals. Prior to his current position, Simon held several roles at Fidelity Investments, including Investment Consultant (2022-2023), Relationship Manager (2021-2022), and Financial Representative (2020-2021). Before joining Fidelity, he worked as a Personal Banker at Citi Bank from 2019 to 2020. Outside of his professional work, Simon has interests in cooking and baking, is a foodie, and enjoys scuba diving, traveling, and volunteering.

Carolyn Bizilia is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by a structured process and proprietary tools.

Brian Murray is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1997. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anothoune Phimmasone is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Sharebuilder 401k, and Capital One Financial Advisors. Phimmasone is a managing partner of P.I.M. CAPITAL, an LLC focused on fixed annuity and insurance business. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs quantitative tools and third-party managers to construct diversified portfolios and supports various legacy programs and account transitions.

Luis Mantilla is a financial advisor with Merrill in Vienna, VA, holding a Series 66 designation and eight years of industry experience. He has worked with Merrill since 2017 and previously held roles at Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.