Matthew Poteete is a financial advisor with Ameriprise in Herndon, VA, holding a Series 66 designation and bringing 16 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, Principal Financial Services, Invest Financial Corporation, New England Securities, and Waddell & Reed. He is also employed by a related entity, Certainty of the Uncertainty, LLC, which manages his advisory practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored, tax-aware retirement income planning through a written Recommendation Report and ongoing advice.

Alina Pinkard is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include twelve years at Merrill and four years at Financial Engines Advisors L.L.C. before joining her current firm in 2026. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios, periodic rebalancing, and long-term strategy.

Rodney Willyerd is a CFP® professional at Edelman Financial Engines with 13 years of industry experience. He has worked at TD Ameritrade, Charles Schwab and Co., Inc., and Financial Engines Advisors L.L.C. prior to his current role. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary investment solutions.

Cynthia Fermin is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2018, following nine years at PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bryan Hale is a financial advisor with LPL Financial in Sterling, VA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones for three years and has experience in various roles including real estate and investment management. Outside of his advisory work, he manages several real estate investment entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on customizable investment strategies supported by research and technology tools.

Mariah Dehaven is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. She previously worked at Financial Engines Advisors L.L.C. for seven years, as well as at Edelman Financial Services, LLC and EF Legacy Securities, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, as well as internal research tools including artificial intelligence.

Samuel Kerr is a Planning Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. His professional journey in financial planning is a second career, following his experience as an elementary and special education teacher. Samuel applies lessons learned from teaching—valuing relationships and simplifying complex concepts—to his work in financial planning. He focuses on understanding clients' goals and collaboratively developing plans to protect, manage, and grow their wealth.

Ben Knighton is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he focuses on understanding clients' individual circumstances and assisting them in creating financial plans aligned with their personal goals. Prior to his current position, Ben served as a Senior Registered Wealth Management Client Associate at Merrill Lynch from 2014 to 2022. Over his career, he has developed experience in wealth management and financial consulting. Ben's approach emphasizes meeting clients with care and thoughtfulness, aiming to support them effectively through their financial planning process.

David Straightiff is a CFP®-designated financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Huszcza is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Manassas, VA since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm operates with a large institutional platform offering a broad range of advisory, brokerage, and insurance solutions.

Sarah Atkins is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. She holds Series 63 and Series 66 licenses and operates out of Marshall, VA. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors, serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Rainer is a financial advisor with LPL Financial who holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he is involved with The Collective Offshore in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Mcfeely is a CFA® charterholder and investment advisor with 10 years of industry experience, currently affiliated with LPL Financial in Oak Hill, VA. He has previously worked at Cassaday and Company, Inc. and Harbour Capital Advisors, LLC. Outside of his primary role, he provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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.

Bobby Payne Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked for Woodbury Financial Services, Inc. for 20 years and has been associated with Payne & Associates since 1982. Outside of his advisory role, he maintains a limited practice servicing fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services. The firm employs a model-based investment process with asset allocation and portfolio optimization tools, supporting discretionary and advisor-managed strategies across various programs and custodial arrangements.

Phillip Grissom is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019 and also has a longstanding career with U.S. Customs and Border Protection since 2004. Outside of advisory activities, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors is a large-scale institutional firm that sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily delivers advisory services through model-based strategies created by unaffiliated managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Lourdes Mc Michael is a CFP® and holds a Series 66 designation, with nine years of industry experience. She has worked at Edward Jones since 2018, following brief roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Linda Whittington is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has previous experience at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory role, she owns Whittington Wealth Management and Whittington GP, LLC, which she formed to facilitate a partial sale to an investment partner. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including niche areas such as business-owner transition and sports & entertainment planning. The firm supports advisors with proprietary research and planning tools, offering clients customized recommendations delivered through discrete planning engagements.

Richard Catalfamo is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Outside of his advisory role, he provides home care for his special needs son. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.