Nathaniel Ewoldt is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been advising clients since 2006, with experience spanning from retail stock brokerage to comprehensive wealth management. Nathaniel focuses on personalized financial strategies tailored to individual goals, drawing upon Merrill's investment insights and Bank of America's banking and lending solutions. Nathaniel's expertise includes family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Beginning his career in New York, he developed a value investing approach influenced by concepts such as margin of safety and shareholder return. After relocating to Virginia, he worked with Northwestern Mutual where he managed wealth through long-term, collaborative financial plans and gained experience in diversification and risk-adjusted portfolio management. He joined Merrill in 2021 to leverage its broad alternative investment platform and diversify wealth under his management. He holds a bachelor's degree from Virginia Military Institute and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Nathaniel is bilingual in English and Spanish. Outside of work, he spends time with his family and enjoys baseball, cooking, football, ice hockey, reading, and traveling. He also participates in community volunteer activities aligned with Merrill's tradition of service.

Samuel Jerome is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. He previously worked at Axa Advisors, LLC, and has experience outside finance managing a liquor outlet. Since 2021, he has operated a separate business entity, Community Financial Group. Equitable Advisors serves a range of clients including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.

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.

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 at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Stifel Independent Advisors, LLC for 24 years. 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 advisory and brokerage services, including financial planning and model portfolio programs, and supports a large network of investment adviser representatives using both proprietary and third-party strategies.

Andrew Day is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he worked at Bank of America/Merrill Lynch and JPMorgan Chase Bank. Outside of his advisory role, he is a general partner and managing member of CoLab FXBG LLC, a business providing content creation spaces and equipment for small business owners and entrepreneurs. J.P. Morgan Securities offers institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for institutional clients such as plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.