Kelly Cironi is a financial advisor with Charles Schwab in Tysons Corner, VA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank, SSB since 2012. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and order-routing systems.

Julia Tran is a financial advisor at Primerica Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience in both financial services and the food industry. Outside of finance, she owns Hoolia's Crochet, a small business creating handmade crochet products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

David Kelso is a financial advisor with Raymond James & Associates in Vienna, VA, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and wrap fee advisory programs.

James Ibach is a financial advisor with Mass Mutual Investors Services in McLean, VA. He holds the CFP® and ChFC® designations and has 25 years of industry experience. His prior experience includes roles at NYLife Securities LLC and New York Life Insurance Company from 2014 to 2017. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Jae Young Lee is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. He began his career in 2000 and has developed expertise in wealth management, portfolio management, and structuring financial products. His professional background includes roles as Managing Director at Bank of America Merrill and Nomura International. Jae Young specializes in family wealth management strategies, institutional consulting, liquidity management, personal retirement planning, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from George Mason University. Fluent in Korean and English, he works closely with clients to develop personalized financial strategies tailored to their long-term goals. Outside of his professional responsibilities, Jae Young enjoys golfing, tennis, and traveling. He emphasizes a one-on-one approach to helping clients make informed decisions and achieve their financial objectives.

Joshua Winston is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2023. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities INC. Outside of his advisory work, he teaches at Congregation Beth Emeth in Herndon, VA. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Sarah Brasington is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Previously, she has been involved with Herndon Youth Soccer and Trinity Presbyterian Church. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling techniques in its financial planning process.

Steven Kim is a Financial Advisor with Merrill Lynch Wealth Management. He works in the best interest of his clients to maximize their resources and execute sound financial plans tailored to their unique goals and priorities. Steven’s approach focuses on connecting clients to the people, plans, and processes that support their ambitions. His expertise includes college education planning, family wealth management strategies, personal retirement planning, and retirement income. Steven holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, is a Chartered Retirement Planning Counselor (CRPC), and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Virginia and an MBA from Yonsei University Graduate School of Business. Steven is fluent in English and Korean. Outside of his professional work, Steven enjoys bowling, cooking, golfing, pickleball, and tennis. He prioritizes the financial well-being of his clients and approaches their assets with the same care he extends to his own family and friends.

James Bennett is a financial advisor with Cambridge Investment Research Advisors in Manassas, Virginia. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior roles include positions at Cetera Advisors, Anchor Financial Group, and OneAmerica Securities, alongside running Ryan Bennett LLC since 2021. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a large network of independent professionals, offering a range of portfolio management options and proprietary and third-party investment strategies.

Kleo Curry is a CFP® professional with 20 years of industry experience, currently affiliated with Morgan Stanley in McLean, VA. Prior to joining Morgan Stanley in 2023, Curry worked at UBS Financial Services for eight years. Outside of the financial industry, Curry serves on the Investment Committee of the Community Foundation for Loudoun and Northern Fauquier Counties. Morgan Stanley Wealth Management provides a 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 utilizes structured planning tools alongside broad retail and institutional offerings.

Alexandra Nolan Jamros is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2019, previously working at Stifel Nicolaus & Co Inc from 2016 to 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse clientele including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customized portfolio management and financial planning services tailored to clients’ risk profiles.

Tara Bonilla is a financial advisor with Merrill in Reston, VA, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Young Jung is a financial advisor with Edward Jones in Fairfax, VA, holding CFP® and ChFC® designations and 14 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2017 to 2024, as well as Penn Mutual Life Insurance and Hornor Townsend & Kent. Outside of his advisory role, he serves as a youth soccer referee for the US Soccer Association. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

Thomas Dellinger is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation from 2016 to 2023. Outside of his advisory role, he serves as president of The Okusa Dellinger Foundation, a private 501(c)(3) foundation, and is a board member of the Fellowship of Christian Athletes Northern Virginia Chapter and C You In: The Major Leagues, a charitable organization. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

Henry Mosher is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked in educational roles at Michigan State University, Washtenaw Community College, and Community High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics into its investment approach.

Sean Cable is a financial advisor with LPL Financial and holds the Series 66 designation. He has 20 years of industry experience, with prior roles at Graham Holdings Company, Grove Point Investments, Grove Point Advisors, H Beck, Inc., and Citigroup. Outside of advising, he volunteers as an elections officer for the Prince William County Elections Board and works as a bartender. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by diverse investment research and technology.

Matthew Edgar is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. He is based in Fairfax, VA. Outside of his advisory work, he is a guitarist in a local band that performs regularly at venues and private events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a network of more than 23,000 financial advisors and 15,000 branch offices.

Pearl Maalouf is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and six years of industry experience. She has been with Wells Fargo Clearing since 2019 and previously worked at Sagesse High School and Le Gym. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment searches, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sean Beznicki is a CFA charterholder with seven years of industry experience. He is currently with Cetera and serves as Director of Investments at VLP Financial Advisors, where he leads the investment research team and manages portfolio software across the firm. His prior roles include positions at Glassman Wealth Services and Andersen Tax. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets.

Kevin Matthews is a financial advisor with Cetera and holds the CFP® designation and Series 66 license. He has two years of industry experience and currently operates Stoic Investments, LLC, offering advisory services alongside his role at Cetera. Matthews also manages Beta Solutions CPA LLC, a CPA firm providing tax preparation and consulting services, and serves as treasurer and secretary for a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with various program structures, including model portfolios and third-party manager access.