Gene Summerlin II is a CFP® professional with 13 years of industry experience, currently working at Edward Jones since 2012. He holds the Series 66 designation and is based in Fairfax, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and overlay tax-efficient services.

Benjamin Brennan is a financial advisor at Morgan Stanley Wealth Management with 11 years of industry experience. He has been with Morgan Stanley since 2014 and holds a Series 66 license. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and a structured discovery process.

Joe Leoncio is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He supports clients in building financial plans aimed at helping them work towards meaningful life goals. Prior to his current role, he held various positions at Fidelity Investments, including Financial Consultant from 2017 to 2018 and Investment Consultant from 2016 to 2017. Before joining Fidelity, Joe worked as a Financial Advisor at Bank of America Merrill Lynch from 2012 to 2016. Throughout his career, Joe has developed expertise in financial planning and wealth management. His professional experience spans over a decade, during which he has focused on advising clients and helping them navigate their financial decisions. Outside of his professional work, Joe has interests in fitness, outdoor adventures, parenthood, sailing, traveling, and volunteering.

Joanne Claypoole is a financial advisor at Ameriprise with 7 years of industry experience. She holds Series 66 and Series 63 designations and has been with Ameriprise since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Flor Wanda is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America, N.A. for 12 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mohammad Aboudi is a financial advisor with Charles Schwab in Reston, VA, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, PNC Bank, and Capital One. 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Maryann Keith is a CFP®-designated financial advisor with MassMutual Investors Services in McLean, VA, bringing 19 years of industry experience. She has been with MassMutual Financial Group and its affiliate MML Investors Services since 2007. Outside of her financial career, she has worked as a freelance flutist since 2004 and serves on the board of the Loudoun Symphony Association. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate arrangements.

Eli Pridonoff is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He works with families, executives, and professionals to help them navigate financial complexity and make decisions grounded in clarity, discipline, and personal values. His practice focuses on wealth management strategies such as education planning, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. Eli collaborates closely with clients’ CPAs and estate attorneys to ensure a cohesive approach to managing their financial lives. Eli holds a Bachelor of Science in Accountancy from Miami University and an MBA from The George Washington University School of Business. He has pursued additional studies at Harvard University, Georgetown University, and the University of Cincinnati. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Originally from Cincinnati, Eli now lives in Silver Spring, Maryland, with his wife and three children. Outside of his professional role, he enjoys staying active through swimming and biking, having completed a half-Ironman triathlon. He also has an interest in baseball, music, reading, traveling, and is involved with Little League International.

Michael Fowler is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at Citigroup, Bank of America, Merrill, and Wells Fargo. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, 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, utilizing research and analytics to support investment decisions.

Kevin Okim is a CFP® professional with 21 years of experience in financial planning and wealth management. He has worked at Raymond James Financial Services Advisors, Inc. since 2023 and spent 18 years at Edward Jones prior to that. Okim is also the president of Okim Wealth Management LLC, where he focuses on financial planning and client wealth management. 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 uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals, while supporting access to wrap-fee advisory programs and municipal and public finance work.

Yianni Skourtis is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of financial professionals dedicated to collaborating with clients to develop plans aimed at achieving their financial goals. Yianni emphasizes the importance of partnering with clients to fully understand their needs and objectives as they work towards desired outcomes. Prior to his current role, Yianni held several positions at Fidelity Investments, including Head of Regional Center Boston from 2022 to 2024, Client Service Leader from 2021 to 2022, and Vice President of Workplace Investing Participant Services from 2018 to 2021. These roles have contributed to his experience in financial services and client relationship management.

Adele Kates is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at firms including D.A. Davidson & Co., MissionSquare Retirement, and Manning & Napier Investor Services. Prior to her financial services career, she held roles with the U.S. House of Representatives and Monroe County Office of Probation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Erin Schmidinger is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2020. She has been with Fidelity Investments since 2014, progressing through positions including Relationship Manager and Senior Relationship Manager. Prior to joining Fidelity, Erin worked at Bank of America, Merrill Lynch from 2011 to 2014 in various capacities such as Wealth Management Client Services, Financial Solutions Advisor, and Investment Associate. Throughout her career in financial services, Erin focuses on understanding her clients, their families, and their priorities. She works to align Fidelity's resources to meet her clients' financial planning needs and is dedicated to advocating for them by addressing their financial and life goals.

James Palumbo is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2010 and holds Series 63, 65, and 66 licenses. Outside of his advisory work, he has been involved in commercial loan brokerage and managing residual collections from prior investment transactions. Additionally, he has a role associated with the Virginia Defense Force, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor client solutions. The firm combines institutional trading capabilities with wealth management services, offering fiduciary financial planning, portfolio management, and access to capital markets.

Irene Tata is a financial advisor with Ameriprise in Rockville, MD, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she serves as an agent named in health care directives and as a standby trustee and executor. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Daniel Yeakel is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he provides CPA services including tax, accounting, and non-attest services through Yeakel & Associates and operates a marketing business focused on precision contest and sweepstakes participation. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through more than 10,000 advisors.

Steven Alvarez is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2024, he worked at Truist Advisory Services and Truist Investment Services from 2021 to 2024, and at BB&T Securities and BB&T Bank between 2017 and 2021. He also has experience working at George Mason University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, 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, model portfolios, and retirement plan consulting.

Jonathan Berry is a financial advisor with Wells Fargo Clearing in McLean, VA, holding a Series 66 credential and nine years of industry experience. He has worked with various Wells Fargo entities since 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Anne Albertine is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. In addition to her advisory role, she is involved with life, health, and voluntary benefits through outside carriers. 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, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements supported by firm-approved analytical tools.

John Oettinger is a CFP®-designated financial advisor with LPL Financial, based in Rockville, MD, with 27 years of industry experience. He has worked at LPL Financial since 2007 and previously spent five years with Stratos Wealth Partners, Ltd (doing business as Vintage Financial Partners). Outside of his advisory role, he is a part-owner of Vintage Insurance Partners and participates in an online book referral business as an Amazon Associate. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various specialized strategies.