Ashley Chery Mars is a financial advisor with Merrill in McLean, VA, holding a Series 66 designation and 14 years at Merrill since 2012, with four years of industry experience. Outside of her advisory role, she manages Wealthy Wisdom, a career and social media coaching business, providing coaching through network gatherings and virtual consultations. She is also the owner of Cerveau, an event venue space in Washington, DC. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Justin Simoni is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at BB&T Bank for six years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Arthur Mcgonigal III is a financial advisor at OSAIC with 10 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 10 years. Mcgonigal holds a Series 66 designation and is also involved as an agent offering health insurance, fixed and indexed annuities, life settlements, and traditional life insurance through Heritage Financial Consultants, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing in portfolio construction.

Martin Cammiso is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of the firm since 2005 and specializes in investment management and retirement planning. His work focuses on providing strategies for clients addressing complex financial issues. Prior to his current role, Martin worked for 14 years at Ford Motor Company in various roles including Business Management, Franchising, Operations, and Retail Development. He also served in the U.S. Army. Martin holds a Bachelor's degree in Business Administration and Marketing as well as an MBA, both from the University of Illinois. He holds professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, corporate benefits, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, investment strategy for individuals and corporations, tax minimization, and retirement income. Martin's personal interests include biking, boating, fishing, golfing, and skiing.

Anothep Phimmasone is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2019, following an eight-year tenure at UBS Financial Services. Outside of his financial career, he is employed by Delta Air Lines, where he has been working since 1991. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by its Financial Advisors and specialized planning groups.

Howard Mcmillan III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Mcmillan serves as an investment committee member for the Human Resources Certification Institute, participating in monthly meetings and voting on investment matters. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages a large asset base and offers a range of brokerage and advisory solutions supported by research and analytics.

Stephen Mcfeely is a CFA® charterholder and Series 63 licensed financial advisor with 10 years of industry experience. He is currently affiliated with LPL Financial and Northeast Planning Associates, Inc., where he provides financial planning and consulting services. Prior to these roles, he worked at Cassaday and Company, Inc. for three 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 of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to diversified investment strategies supported by in-house and third-party research.

Maya Brown is a Financial Consultant who collaborates with clients and their families to establish a supportive environment through intentional financial planning and guidance. She focuses on aligning clients' financial needs with their personal goals and visions for the future. Her professional experience includes roles at Fidelity Investments, where she served as a Relationship Manager from 2020 to 2022, a Planning Consultant from 2022 to 2025, and an Investment Consultant from 2025 to 2026. Outside of her professional work, Maya engages in activities such as running, skiing, traveling, and volunteering.

Brock Jolly is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2001. Outside of his advisory role, he is managing partner of College Funding Coach LLC and serves on the advisory board for George Mason University's undergraduate financial planning concentration. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements using firm-approved software and offers specialized planning, including estate settlement and employer-sponsored programs.

Philip Cocce is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including TIAA-CREF, HSBC Securities, and Prudential Insurance Company of America. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Alexander Gallina is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. His prior work includes roles at First Commonwealth Bank and various positions during his student years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Marvin Nwanekwu is a financial advisor with Wells Fargo Clearing in McLean, VA. He holds a Series 66 designation and has one year of industry experience. His prior work experience includes roles at Guidehouse, Chartline Capital Partners, JPMorgan Chase & Co., and Wells Fargo. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Brian Cooper is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James in 2025, he worked at Northwest Financial Advisors LLC and LPL Financial for 12 years. Cooper is also an associate at Momentum Capitol Wealth Advisors, where he serves as a registered CSA. 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 institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through a large network of advisors and affiliated firms.

Robert Gerl is a Financial Consultant with experience spanning roles at several prominent financial services firms. Currently serving at Fidelity Investments since 2022, he has previously held positions including Wealth Planner at New York Life- Eagle Strategies (2020-2021), Senior Portfolio Advisor at Merrill Lynch (2015-2019), Investment Advisor Representative roles at Met Life Premier Client Group (2014-2015) and Mass Mutual (2014), Licensed Agent at First Washington Financial Corporation (2011-2014), and Insurance Agent at Bankers Life and Casualty (2010-2011). As a CERTIFIED FINANCIAL PLANNER® practitioner, Robert focuses on helping families prepare for the future through comprehensive, goals-based wealth planning. He collaborates with clients to understand their priorities and translate them into clear, actionable strategies. His approach emphasizes thoughtful guidance, education, and long-term discipline to support confident financial decision-making. Outside of his professional work, Robert has personal interests that include horseback riding, motorcycles, and traveling.

Matthew Wunder is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2017, with prior experience at City National Bank and Stifel. Outside of his advisory role, Wunder serves as president of the Gainesville Haymarket Baseball League and is a board director for Play Ball Sports Management, a nonprofit providing baseball development and recreational opportunities for youth. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Michele Diatta is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory services. The firm’s process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Macnamara is a Managing Director, Wealth Management Advisor, and Senior Portfolio Manager at Merrill Lynch Wealth Management. Since joining Merrill in 1995 as a Financial Advisor, he has been a founding member of the MacNamara, Tran, Mason, Harting, Burnette & Krashin group, which focuses on managing investment portfolios using low cost, tax-efficient Exchange Traded Fund (ETF) indexes. He concentrates on the development and management of tax-efficient strategies designed to grow and preserve wealth while helping clients reach their financial goals. Chris holds a Bachelor of Science degree in Finance from Ithaca College and earned his Certified Investment Management Analyst® (CIMA®) designation after completing the educational requirements at the Wharton Business School, University of Pennsylvania. In 2010, he was selected as one of 35 Merrill Financial Advisors nationwide to attend an executive study program at Harvard Business School. He has also earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. He is involved with the professional and community organization AALEAD. Outside of work, Chris enjoys boating, gardening, hiking, skiing, and traveling.

Bobby Payne Jr. is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2024. His prior experience includes 20 years at Woodbury Financial Services and over four decades at Payne & Associates. He has maintained a license to service fixed insurance products since 1986. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a broad network of affiliated advisors and multiple platforms. The firm employs various asset-allocation and portfolio construction tools and supports legacy programs and third-party managed account solutions.

Phillip Grissom is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019 and concurrently serves with U.S. Customs and Border Protection since 2004. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and maintains an operational model focused on tiered wrap fees and ongoing oversight of its investment offerings.

Anothip Zimmerman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Raymond James in 2021, Zimmerman worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.