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.

Mary Beth Chavez is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 1998, overlapping with her tenure at Bank of America since 2010. Outside of her advisory role, she is employed as a retail associate at Anthropologie in Reston, VA. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Will Wittstadt is a Planning Consultant at Fidelity Investments based in Reston Town Center. In his role, he focuses on assisting clients with their financial needs and concerns to ensure they are understood and addressed effectively. Wittstadt joined Fidelity Investments in 2025, beginning as a Financial Representative before serving as a Relationship Manager. In 2026, he advanced to his current position as Planning Consultant. Specific details about his education and credentials are not provided.

Jennifer Gallant is a financial advisor with Ameriprise in Fairfax, VA, holding Series 63 and Series 65 credentials and having 38 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Gallant is also part of a corporation formed by several advisors to manage office space for their Ameriprise practices. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

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.

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.

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.

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.

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.

Reza Khadiri is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1999 in the Washington, D.C. metro area. He focuses on establishing strong relationships with a select group of high-net-worth families, providing comprehensive financial planning services that include tax-efficient strategies for concentrated stock positions, retirement and education planning, and the development of wealth management plans tailored to grow and preserve clients' assets. Reza collaborates closely with clients' tax and legal advisors and conducts regular plan reviews to ensure alignment with clients' evolving financial goals and market conditions. Reza holds a Bachelor's degree from George Mason University and has earned several professional designations including Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®). His expertise spans areas such as divorce transition planning, education planning, employee benefits, family wealth management strategies, philanthropic planning, portfolio management services, and retirement income. Outside of his professional role, Reza enjoys a variety of outdoor activities, photography, live music, and theater. He is also involved in community initiatives including Jill's House and The Last Well. Additionally, he is a member of the Christian Business Men's Connection (CBMC) and regularly attends McLean Bible Church.

Ryan Stille is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and possessing 29 years of industry experience. He has worked at Cambridge since 2019 and previously spent over two decades at Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, he is the founder of Flowerstone Financial and is involved in independent insurance activities through his firm Stille Group LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base across multiple platforms and supports both discretionary and non-discretionary management strategies.

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.

James Pearson is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 designations and bringing 12 years of industry experience. His prior work includes roles at Nationwide Securities LLC and RSM US Wealth Management LLC. Outside of his advisory career, he is the owner of Pearson Financial Services, LLC, and has involvement with 4 C Caddies LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers diverse account implementation options across multiple platforms and custodians.

Chad Mc Michael is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2014, totaling 12 years of industry experience. He is based in South Riding, 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 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.