Nathaniel Ewoldt is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Nathaniel focuses on creating personalized financial strategies that align with clients' long-term goals, leveraging investment insights from Merrill and banking solutions from Bank of America. Nathaniel brings a commitment to service shaped by his upbringing, with a background influenced by a family legacy of a Baptist preacher and a Naval aviator. He emphasizes financial planning as a means to empower clients to make informed decisions reflecting their values and objectives. Nathaniel holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Virginia Military Institute and is fluent in both English and Spanish. In addition to his professional work, Nathaniel participates in community volunteer activities and enjoys personal interests such as baseball, football, ice hockey, cooking, reading, traveling, and spending time with his family.

Samuel Jerome is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. His career includes roles at Equitable Advisors since 2017 and at Axa Advisors from 2017 to 2020. Outside of his advisory work, he operates Community Financial Group, a separate business venture since 2021. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes various LPL-sponsored and endorsed third-party programs to deliver advisory and brokerage solutions, managing substantial assets on both discretionary and non-discretionary bases.

Deidree Campana is a financial advisor with Merrill in Fredericksburg, VA, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Merrill since 2013 and has been with Bank of America, N.A. since 2024. 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 strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Michael Gaumond is a financial advisor with Edward Jones in Fredericksburg, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Wegmans Food Markets for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Michael Brooks is a Financial Advisor with Merrill Lynch Wealth Management, where he provides clients with personalized strategies to address their short-, mid-, and long-term financial goals. He specializes in areas including college education planning, family wealth management, liquidity management, retirement planning, portfolio management, tax minimization, and retirement income. Michael works directly with clients to define their financial objectives and develop portfolio strategies aligned with those goals. He also offers ongoing advice and adapts plans as clients' circumstances evolve. Michael holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Virginia State University. Outside of his professional work, Michael enjoys a variety of recreational activities such as baseball, basketball, bowling, boxing, cooking, dancing, football, gymnastics, hiking, and music.

Jessica Donelson is a financial advisor at Edward Jones in Fredericksburg, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Truist Bank for eight years. She also works as an independent consultant for Rodan and Fields, selling skincare and haircare products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tibor Baksy Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He worked at Stifel Independent Advisors, LLC for 24 years prior to joining LPL Financial in 2023. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Andrew Day is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Bank of America/Merrill Lynch for four years and is a general partner of CoLab FXBG LLC, a business providing content creation spaces for small business owners and entrepreneurs. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.