Tiffany Kim is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and one year of industry experience. Prior to her current role, she spent nine years at Karlsruhe Music University and has been involved in teaching violin and performing at events such as weddings and concerts. She also teaches music lessons to children. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice based on proprietary research and third-party analysis.

Richard Hamilton is a financial advisor with LPL Financial, holding a Series 63 designation and 45 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he manages a beach condominium rental property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, and retirement plan consulting supported by research, model portfolios, and various investment strategies.

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 credential and three years of industry experience. He previously worked at Edward Jones and has additional background in real estate-related roles. Outside of advising, he manages several real estate investment and rental entities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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, currently serving at OSAIC since 2023. Prior to joining OSAIC, she worked at Financial Solutions Group for 20 years and at Fsc Securities Corporation for 18 years. Outside of her advisory work, she is an officer of Blossoms for Pink, a 501(c)(3) organization that auctions plants to raise funds for breast cancer awareness. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include a range of securities, providing both discretionary and non-discretionary account 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 licenses and 29 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014. Outside of his advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a large network of independent Financial Professionals, employing varied investment strategies and providing both discretionary and non-discretionary portfolio management options.

Kevin Wamsley is a financial advisor with LPL Financial in Hamilton, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in mortgage and real estate services through his affiliations with Distinctive Referral LLC and Main Street Home Loans LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Christopher Leggett is a Series 66-licensed financial advisor with 24 years of industry experience. He is currently with LPL Financial and previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management options.

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.

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 at Merrill with 32 years of industry experience and holds Series 63 and Series 66 designations. He has been with Merrill since 1996. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Corinne Heiberger is a Private Wealth Manager with Merrill Private Wealth Management. In her role, she provides financial advisory services to clients seeking wealth management solutions. Further details about her experience, education, or other professional qualifications are not provided in the available information.

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.

Eduardo Correa is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having nine years of industry experience. He has worked at Wells Fargo Bank, Bank of America, Merrill, and Morgan Stanley over the course of his career. He is based in Gaithersburg, MD. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

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.

Christopher Rainer is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2009. Outside of his advisory role, he is involved with The Collective Offshore in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, and incorporates research and model portfolios from various sources.

Mary Beth Chavez is a financial advisor with Merrill, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1998 and concurrently with Bank of America since 2010. Outside of her advisory role, she works as a retail associate at Anthropologie. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries.