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.

David Rasdolsky is a financial advisor with Morgan Stanley in Reston, VA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at Merrill Lynch, Pierce, Fenner & Smith from 1993 to 2017 and Bank of America from 2009 to 2017 before joining Morgan Stanley Private Bank and Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes tools such as Monte Carlo simulations and input from its Global Investment Committee.

Daniel Maner is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at EF Legacy Securities, LLC and Financial Engines Advisors L.L.C. no notable outside activities are reported. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary management solutions.

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.

Abhijit Basu is a financial advisor at Edward Jones in Woodbridge, VA, holding a Series 66 designation with one year of industry experience. He is also the founder and president of Basu Strategies, Inc., a consulting business advising companies on public policy issues. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

Jeffery Adair is a financial advisor with Ameriprise in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering and serves as president of OPM, Inc., a company providing office support services to financial advisors. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide non-discretionary recommendations, emphasizing managed accounts and incorporating algorithmic automation overseen by a retirement income committee.

Charles Sisson is a financial advisor with Wells Fargo Clearing in Woodbridge, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for both of his parents. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

Chandler Jenkinson is currently an Investment Consultant. He works closely with clients to understand their needs and develop strategic plans that empower them to work towards their goals with confidence. Chandler has experience as a Relationship Manager at Fidelity Investments from 2023 to 2025 and served as a Financial Representative at Fidelity Investments from 2022 to 2023. His professional background includes building relationships with clients and providing financial guidance. Outside of his professional role, Chandler has personal interests in cars, fishing, fitness, outdoor adventures, and skiing.

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.

Jyoti Gujral is a CFP® professional with 32 years of industry experience. She is currently with OSAIC and has previously worked at Financial Solutions Group, FSC Securities Corporation, and Capitol Wealth Management, Inc. Outside of her advisory work, she serves as an officer for Blossoms for Pink, a nonprofit organization that raises funds for breast cancer awareness through plant auctions. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk assessment tools and offers a variety of discretionary and third-party management options.

William Freck is a financial advisor with Cambridge Investment Research Advisors in Reston, VA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes prior roles at Citigroup Global Markets and Fulcrum Advisory Services. He is also active as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

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.

Lilian Huang is a Financial Consultant at Fidelity Investments, where she currently provides financial guidance and develops personalized plans to help clients pursue their financial goals. She draws on over a decade of industry experience to support her clients' priorities effectively. Her professional background includes roles such as Private Client Advisor at J. P. Morgan, Senior Financial Consultant at T D Ameritrade, Premier Relationship Manager at HSBC Bank, and Premier Banker at Wells Fargo Bank. These positions have contributed to her comprehensive understanding of financial services and client relationships. Outside of her professional work, Lilian has interests in fitness, golf, music, and traveling.

M Kennedy Hughes is a financial advisor with Merrill in Reston, VA, holding Series 63 and Series 66 licenses and with 32 years of industry experience. He has worked at Merrill since 1996. Merrill, along 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harrison Howard is a financial advisor at Edelman Financial Engines with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Credit Suisse. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Corinne Heiberger is a Private Wealth Manager with Merrill Private Wealth Management. She specializes in providing tailored financial strategies to high-net-worth individuals and families. Corinne holds the professional designation of Personal Investment Advisor (PIA), demonstrating her commitment to professional development and expertise in investment advisory services. She earned her Bachelor's Degree from George Mason University. Corinne applies her education and credentials to deliver comprehensive wealth management solutions to her clients.

Sagar Desai is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with individuals and families to address life events that influence wealth accumulation, income planning, and key financial decisions. He utilizes a consultative and collaborative approach, incorporating Fidelity's planning tools and assumptions to align financial strategies with clients' goals. Desai has extensive experience at Fidelity Investments, beginning as a DC Service Representative in 2010. Over the years, he advanced through several roles including Workplace Guidance Consultant, Relationship Manager, Senior Relationship Manager, and Assistant Branch Leader before becoming Vice President Financial Consultant. This progression reflects his deep familiarity with client relationship management and financial advisory services. Since 2012, Desai has resided in Northern Virginia with his wife and two children.