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.

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.

Richard Pollick is a financial advisor with Charles Schwab holding a Series 66 credential and approximately one year of experience in the industry. His prior experience includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Oppenheimer and Co Inc., as well as several periods dedicated to full-time education. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment offering process.

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.

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.

Jennifer Collins is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Robert W. Baird & Co., CitiGroup, Wells Fargo Clearing, and PNC Wealth Management. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes.

Mark Powell is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2000, as well as at Citigroup Global Markets from 2004 to 2009. Outside of his advisory role, he is involved in book publishing as an author and speaker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

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.

Bradley Dean is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Bethany College and completed his high school education at Yorktown High School. Bradley also attended the University of Virginia without obtaining a degree.

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.