Rashad Hames is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having two years of industry experience. He has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., Fidelity Investments, and Northwestern Mutual in various capacities. Prior to his financial services career, he was involved with the Hudson Valley Sports Complex and spent several years in full-time education. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Julie Gleason is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. She has previously worked at Ameriprise for seven years and held roles at LPL Financial and Northwest Federal Credit Union. Gleason is also an associate at Momentum Capitol Wealth Advisors, where she serves as a registered CSA and relationship manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports its clients through a network of affiliated advisory firms.

Rebecca Morello is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals. She joined the Steelman Aguirre Wealth Management Group in 2020 and draws on her prior experience at Surveyor Capital, a division of Citadel. Rebecca's expertise includes managing new wealth, executive and equity compensation, retirement planning, tax minimization, and college education planning, with a focus on serving women and supporting retirement income needs. Rebecca earned a dual degree from SUNY Oneonta and the Fashion Institute of Technology in Merchandising Management. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Born and raised in upstate New York, Rebecca now resides in Encinitas, California, where she is active in the community. Her involvement includes volunteer work with Big Brothers Big Sisters of New York City and the Coronado Junior Woman's Club. Outside of her professional work, Rebecca enjoys a variety of personal interests such as reading, dancing, drawing, music, photography, running, skiing, swimming, traveling, and spending time with her family. She is committed to building strong client relationships and helping individuals navigate their financial lives with clarity and confidence.

Simon Hamilton is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Robert W. Baird & Co., Ferris, Baker Watts, LLC, and Citigroup Global Markets. Outside of advising, he is a director of a London-based property entity that is used solely for personal residence purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm provides financial planning and consulting through a non-discretionary model and offers access to various portfolio management styles, firm research, and municipal advisory services.

Ryan Oh is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His career includes roles at Bank of America and ESLI Inc. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Eric Pol is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at Apple Federal Credit Union, CUSO Financial Services, Edward Jones, Charles Schwab, and Truist Investment Services. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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.

Richard Hamilton is a financial advisor at LPL Financial with 45 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2009, following eight years at Valic Financial Advisors. 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 a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

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.

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.

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.

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.

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.

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.