Nathan Myers is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2008. Outside his advisory role, he is a board member of the Wholehearted Foundation and serves as a board trustee for Providence Academy, where he participates in governance and financial oversight. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Derisio is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Oppenheimer Asset Management, and CIBC World Markets Corp. He returned to Wells Fargo Clearing in 2024 after prior experience there. 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 offers both brokerage and advisory solutions.

Wesley Stansel is a financial advisor at Morgan Stanley in Rockville, MD, holding a Series 66 designation with five years of industry experience. He previously worked at First Command Insurance Services, Inc. and related entities from 2018 to 2019. Outside of finance, he was involved with Pazzo Pomodoro for nine years and employment at George Mason University for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and modeling in its advisory services.

Glen Cesari is a CFP® with 16 years of industry experience, currently serving as an advisor at Raymond James Financial. His prior experience includes roles at Northwest Financial Advisors LLC, Northwest Financial Group LLC, and LPL Financial, as well as eight years of service in the US Navy. He is also the managing partner of Momentum Capitol Wealth Advisors, where he sets strategy and direction. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

James Palmer Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses, and has 26 years of industry experience. He worked at Prudential Equity Group from 2000 to 2003 before joining Wells Fargo in 2016. Outside of his advisory role, he is involved in general management for J Reilly Associates, a supply business based in Springfield, VA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to guide investment decisions within a broad range of brokerage and advisory solutions.

Kevin Davidson is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allstate Insurance Company for 17 years, as well as at PNC Wealth Management and Ameriprise. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.

Jared Violante is a financial advisor with Raymond James Financial Services Advisors, Inc. in Rockville, MD, holding a Series 66 designation and having 10 years of industry experience. He has been with Raymond James since 2016 and is also involved with Capital Wealth Management Group in a non-client-facing capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers non-discretionary planning tailored to client goals and supports a range of advisory programs, incorporating technology and advanced analytical tools in its offerings.

Dan Raube is a Financial Consultant at Fidelity Investments, where he has been working since 2021 in various consulting roles. He currently holds the position of Financial Consultant since 2024, having progressed through roles including Financial Consultant I, Investment Consultant, and Planning Consultant within the firm. Dan's professional experience spans financial planning and investment consulting, with previous roles in insurance as an Agent, Account Manager, and Agency Field Specialist at State Farm Insurance. His career reflects a focus on providing personalized, goal-based financial planning to clients. Outside of his professional work, Dan has interests in beach activities, football, hiking, parenthood, pets, and running.

Corey Vance is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at the Federal Bureau of Investigation for five years and held roles within the United States Senate and various organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Samuel Kim is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James & Associates, Wells Fargo Clearing, Banc of America Investment Services, and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, utilizing both proprietary and third-party strategies, supported by advanced research tools.

Ethel Treister is a financial advisor at Cetera with 25 years of experience. She holds the PFS™ and Series 66 designations and has also worked as a CPA since 1992 and as a flight instructor from 1997 to 2018. In addition to her advisory role, she provides tax planning and preparation through her CPA practice. Cetera Investment Advisers LLC is an SEC‑registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to multiple program platforms and third‑party managers.

Matthew Gagnon is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and New York Life Insurance, among other firms. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved software and collaborates with clients through annual planning engagements.

Linda French is a financial advisor with LPL Financial based in Reston, VA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. Her prior work includes positions at Navy Federal Brokerage Services, Navy Federal Financial Group, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment tools and operating at significant scale.

Karen Holmes is a financial advisor with LPL Financial, holding a CFP® designation and Series 63 and 65 licenses, with 28 years of experience in the industry. Her prior experience includes roles at 1st Global Insurance Services, Inc., 1st Global Advisors, Inc., and 1st Global Capital Corp. She is also the owner of Holmes and Associates Accounting Services, which provides tax preparation and bookkeeping services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and technology tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Gregory Souchack is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked for International Business Machines for 20 years. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Nicholas Serenyi is a financial advisor with Morgan Stanley who holds Series 63, Series 65, and Series 66 licenses and has 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including customized financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Jacob Scarbath is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Equitable Advisors, Howard County Arts Council, and multiple other organizations. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and various advisory programs through a large network of representatives.

Lisa Hunt is a financial advisor at Charles Schwab with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Charles Schwab since 1992, including a thirteen-year period at Charles Schwab Bank. Hunt serves on the Board of Directors at SIFMA and participates in financial literacy programs; she is also involved in educational initiatives with the Shanghai Advanced Institute of Finance and the University System of Maryland Foundation. Charles Schwab & Co., Inc. serves a broad 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Kevin Buckley is a CFP® professional affiliated with Morgan Stanley in McLean, VA, with five years of industry experience. His prior work includes five years at Wells Fargo Clearing Services and 14 years at Georgetown Preparatory School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios to support client financial goals.

Keyan Abrishamkar is a financial advisor with LPL Financial in Rockville, MD, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Woodbury Financial Services, Capital One Advisors, and Chevy Chase Financial Services. Outside of his advisory work, he is the owner of a non-investment business entity, KeyNow LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.