Yukubu Carriker is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining the firm, Carriker served 21 years in the United States Air Force. Outside of financial advising, Carriker is the Lead Production Manager at National Community Church in Fairfax, VA, overseeing technical operations during services, and serves as Treasurer on the board of Ten Ten Life, providing financial oversight for the organization. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a range of mutual funds, ETFs, and third-party managed accounts.

Molalign Daniel is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citi Group and Wells Fargo in various capacities. Outside of finance, he produces Ethiopian traditional music for YouTube through his entertainment company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enhanced equity research and inter-affiliate resources.

Anthony Chapkey is a financial advisor with First Command Advisory Services in Fairfax, VA. He holds a Series 66 designation and has one year of industry experience. Prior to joining First Command, he worked at Van Clemens & Co. Inc. and founded LateGame LLC, a business focused on budgeting and financial education for friends and family. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, providing investment management through a centralized team and wealth portfolio managers who select model portfolios and approved third-party managers.

Adam Sauri is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked for SOL Capital Management Company for 13 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Jennifer Quigley is a CFP®-certified financial advisor with 23 years of industry experience. She has worked at Creative Planning since 2021 and previously spent 20 years at Sullivan, Bruyette, Speros & Blayney, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment approaches and affiliated non-investment businesses.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Helen De Bearn is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on delivering personalized financial advice and portfolio management services to her clients. Her professional expertise includes areas such as divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Helen assists clients in building tailored wealth management approaches that align with their individual financial goals. Helen holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from George Washington High School. She is also involved in the community through participation in Women Giving Back. Outside of work, Helen's personal interests include cooking, dancing, gardening, horseback riding, and music.

Andrew Brand is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked with Cetera and its affiliated entities since 2023 and was previously with Financial Advantage and Minnesota Life/Securian Financial Services from 2013. Outside of his advisory role, he owns a real estate rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program and custodial options.

Patricia Kazumba is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at Cambridge Investment Research Advisors since 2015. She also maintains an independent insurance agency under the name Legacy Financial. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, tailored to client objectives across multiple custody platforms.

Carla Gomez is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2012. Outside of her advisory role, she serves on the board of her local homeowners association in Vienna, Virginia. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies utilizing both in-house and third-party investment managers.

Patrick Lively is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1993, he has focused on helping clients make informed financial decisions to manage risk throughout their financial lives. He specializes in areas including college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, portfolio management, socially responsible investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Patrick holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning and earned a bachelor's degree in Finance with a minor in Economics from Fairfield University. He is also a Personal Investment Advisor (PIA). A lifelong resident of the Washington D.C. area, Patrick and his wife, Jane, live in Kensington, Maryland with their three children. Outside of his professional role, he is involved in coaching and cancer fundraising activities within the community.

Lindsay Snyder is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. She has been with Cambridge since 2014. Outside of advising, she also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base 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 professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Lisa Carpenter is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. She serves on the Board of Directors and acts as Secretary for Shepherd's Care Children's Center, Inc., a nonprofit preschool affiliated with her church. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles and utilizing a mix of in-house and third-party investment managers.

Richard Jones II is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and 2019, respectively. His background also includes time with Virginia Commonwealth University and a brief role at Fat Dragon Kitchen and Bar. Charles Schwab & Co., Inc. serves 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 separately managed accounts and offers multi-asset model portfolios supported by its Schwab Center for Financial Research.

Joy Stephens is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. Her prior roles include positions at J.P. Morgan Securities, Charles Schwab Bank, Charles Schwab, and National Philanthropic Trust. Outside of her advisory work, she is involved in e-commerce ventures and co-owns a real estate investment business with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Charles Carson Jr. is a financial advisor with Morgan Stanley in Leesburg, VA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range 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 emphasizes a structured planning process supported by proprietary tools and modeling techniques.

Jennifer Harmon Von Bredow is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and has 12 years of industry experience. Her prior firms include Voya Financial Advisors and American Capital Investments Group, Inc. She is also a licensed notary public. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers various portfolio management and financial planning services.

Brian Suto is a financial advisor with Charles Schwab based in Reston, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Eduardo Guzman Valiente is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 22 years of industry experience. He has been with Raymond James since 2003 and has served in various capacities within the firm since 2010. Outside of his advisory role, Guzman Valiente is active as an attorney, owning and operating a law practice that provides legal and tax services related to retirement plans and trusts, as well as managing multiple business entities and estate responsibilities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Stephen Mohyla Jr. is a CFP® professional with 31 years of industry experience, currently affiliated with OSAIC since 2024. His prior roles include positions at Woodbury Financial Services Inc. and Cetera Advisor Networks. Outside of his advisory work, he serves as a high school varsity basketball official. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various portfolio construction tools and supports multiple advisory platforms and legacy account transitions.