Matthew Gregory is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2001 and has concurrent roles with SBC of VA, Fauquier County Schools, and Soul Purpose Church. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading to BNY Mellon Advisors.

Sharon Lafever is a financial advisor with UBS Financial Services in McLean, VA, holding Series 63 and Series 65 licenses and 32 years of industry experience. She previously worked at Morgan Stanley for eight years before joining UBS in 2022. Outside of her advisory role, she is involved in direct sales and business development for health and wellness products with Partner.Co, Inc. (formerly New Age Beverage) and DoTERRA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans for clients and offers integrated services including custody, underwriting, and securities-backed lending.

Joseph Hemsley is a CFP®-certified financial advisor with Ameriprise, based in Bethesda, MD, with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Outside of his advisory role, he oversees human resources and business expense management as president and treasurer of HH BMD Enterprises LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that integrate tax-efficient strategies and asset management, with a focus on Ameriprise-managed accounts.

Thienkim Trinh is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been associated with PFS InvestmentS Inc and Primerica Financial Services since 1997. In addition to advisory work, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors is a large-scale firm serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program primarily based on model-delivery strategies managed by unaffiliated asset managers.

Thy Nguyen is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Nguyen held positions at Bank of America, Wonder Rates, and has a background that includes roles outside of finance such as internal medicine and automotive technology. Merrill, alongside its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Sean Kirby Smith is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Advisors since 2016, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside his advisory work, he is fully engaged with SKS72, LLC, an investment-related business he owns and operates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using proprietary research and planning tools. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, through a network of advisors.

Bernard Klein is a Financial Consultant at Fidelity Investments, where he currently assists clients in developing personalized financial plans to help them achieve their goals. He leverages Fidelity's resources and takes the time to understand each client's unique situation in order to provide tailored strategies and ongoing support. Bernard has been with Fidelity Investments since 2021, initially working as an Investment Consultant before transitioning to his current role. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2018 to 2020. He holds a California Insurance License.

John Swart is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans tailored to their unique goals and priorities. His approach involves helping clients plan for key life milestones such as funding education, preparing for retirement, and managing long-term family objectives. John holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Georgia. His work emphasizes clear communication and simplifying the complexities involved in wealth management.

Shihi Chu is a financial advisor with Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 2010. Chu also manages her practice operations through an external LLC where she serves as paraplanner. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a written Recommendation Report and ongoing annual advice.

Sarah Murphy is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020. Her previous experience includes roles at Campion Asset Management and a position unrelated to finance at Carrabba's Italian Grill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a variety of advisory programs with customizable portfolio management strategies that include both in-house and third-party investment managers.

Kevin Englert is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. He is also a principal at Englert & Associates CPAs, where he has been involved in tax preparation and accounting for over 15 years. 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. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios to provide both discretionary and non-discretionary management.

Michael Robinson is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley and its predecessor firms since 2007. Robinson serves on the Pamplin Finance Advisory Board at Virginia Tech, participating in mentoring and educational initiatives. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by its Global Investment Committee and a broad range of investment and financial services.

Christopher Regan is a financial advisor with Equitable Advisors in Falls Church, VA. He holds a Series 66 designation and has 11 years of industry experience, having worked at Equitable Advisors and its predecessor Axa Advisors, LLC since 2014. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Albert Wu is a CFP® and Series 66-registered advisor with Raymond James Financial Services Advisors, Inc., bringing 13 years of industry experience. His prior experience includes roles at Edward Jones and Freedom Street Partners. Outside of advising, Wu is the owner of NeXco Inc and serves as Treasurer for The ServiceSource Foundation, a nonprofit supporting people with disabilities and their families. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work uncommon among large institutional advisors.

Robert Taylor Jr. is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2020. Prior to this, he spent a decade at UBS Financial Services Inc. 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 advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chad Sigmon is a financial advisor with LPL Enterprise and holds the Series 66 designation, bringing six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, and he also served as Loudoun County Commissioner of Revenue. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

Darschaun Snuffer is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Planning Consultant, Fixed Income Specialist, Trading Execution III, High Net Worth Services, and High Opportunity Services. With over 13 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional, Darschaun collaborates with clients to understand their unique financial goals and concerns. He develops financial plans designed to provide confidence and strategies to help clients work towards their objectives. He also focuses on educating clients to empower them in making informed financial decisions. Outside of his professional work, Darschaun's personal interests include spending time at the beach, cars, parenthood, tennis, and traveling.

Daniel Ward is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Osaic and has prior experience at Lincoln Financial Advisors Corporation, TD Ameritrade, and as a self-employed advisor. Outside his advisory work, Ward is an agent with Mylestone Plans, offering fixed and fixed-indexed annuities, life insurance, and group benefits. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios tailored to client risk tolerances.

Chester Wortham is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2021. He collaborates closely with clients to develop comprehensive wealth plans, leveraging over 25 years of experience working with high net worth individuals and their families. His career includes various roles within Fidelity Investments, such as Wealth Management Advisor since 2021, Financial Consultant from 2013 to 2021, and Investment Consultant in 2013. Prior to Fidelity, Chester held positions at several financial services firms, including MetLife, Liberty Mutual, AXA Advisors, Waddell & Reed, and T. Rowe Price, gaining extensive experience in financial consulting and advisory services. Outside of his professional work, Chester enjoys baseball, family activities, fitness, football, running, and table tennis.

Nicole Russo is a financial advisor at Charles Schwab with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1997, including roles at Charles Schwab Bank, SSB. Outside of her advisory work, Russo is a half owner of an automotive repair business managed by her spouse. 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, supported by multi-asset model portfolios and centralized custody and operational services.