Kurtis Frogale is a CFP® professional with 10 years of experience at Edward Jones, where he has worked since 2016. He holds the Series 66 designation and is based in Springfield, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aim'ee Dotson serves as Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2018, progressing through several positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and Intern - Financial Representative. Aim'ee works with clients to understand their personal financial goals and develop plans tailored to their needs and life changes. Her professional experience encompasses financial consulting and client relationship management within Fidelity Investments. Aim'ee is committed to helping clients create financial plans that they understand and feel comfortable with, reflecting her dedication to serving others. Outside of her professional responsibilities, Aim'ee enjoys biking, family activities, social events with friends, and parenthood.

Jack Evans is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. Prior to his role at LPL Enterprise, he worked at North Italia and has experience in education at the University of Miami, George C. Marshall High School, and DSB International School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers along with affiliated trust and insurance services.

Mark Pollak is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with MSP Advisory Services, LLC, which manages office-related expenses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, providing detailed recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm serves clients with significant investable assets through a combination of advisory, brokerage, and insurance solutions.

Melissa Sanders is a financial advisor at Merrill with 5 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2012. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a mix of model-based and discretionary investment strategies.

John Taylor is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Regis Rothrauff III is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tasha Coconis is a financial advisor with Equitable Advisors, holding Series 66 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2000. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate advisory models, utilizing both proprietary and third-party solutions.

Timothy Moore is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at ICMA-RC Services, PNC Investments, Morgan Stanley, Allstate Financial Services, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and emphasizes research-driven investment strategies grounded in diversification and modern portfolio theory.

Muhammad Khalid is a financial advisor at Merrill with 16 years at the firm and eight years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he operates an online eBay store selling wire rope accessories through a for-profit LLC called Priority Hardware. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a wide range of individual and institutional clients.

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.

Mario Martinez Coreas is a financial advisor with Wells Fargo Clearing in McLean, VA. He holds Series 65 and Series 63 credentials and has been working in the financial industry since 2024. Prior to joining Wells Fargo, he held roles outside the financial sector, including positions at Chic Fil A and Los Tios Grill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines in-house research and third-party analytics to support diversified investment strategies and offers a range of brokerage and advisory solutions.

Bryce Leygraaf is a Wealth Management Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management, where he is a partner in the Dettra, Wedel & Leygraaf Group. He began his career as a financial advisor in 2016 and joined the group in 2018. Bryce specializes in creating comprehensive retirement and cash flow plans, alternative investment analysis and implementation, and wealth preservation planning. He works closely with individuals and families to develop financial plans that extend beyond investments and savings, helping clients illustrate achievable and sustainable retirement lifestyles. Bryce holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is also a Certified Private Wealth Advisor® (CPWA®) professional. He earned his Bachelor's degree in Applied Economic Management from Virginia Polytechnic Institute & State University. Throughout his education, he was actively involved in the Financial Planners Association student chapter, the Society of Individual Investors club, and served as Finance Chairman of his fraternity. Residing in Vienna, Virginia, Bryce has lived his entire life in the Northern Virginia area. Outside of his professional role, he enjoys traveling, golfing, hiking, swimming, and spending time with his family. He is also involved in community organizations such as Big Brothers Big Sisters of America, Ducks Unlimited, and The Association for Frontotemporal Degeneration.

John Ondeck is a financial advisor at Charles Schwab with the Series 66 designation and two years of industry experience. His work history includes roles at Charles Schwab Bank SSB, Charles Schwab, Morgan Stanley, Diligent Corporation, Beltway Cleaning Services, and FBRBriley. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and alternative investments. The firm is notable for its scale, integrated operational structure, and variety of wrap fee programs.

Ashley Chery Mars is a financial advisor with Merrill in McLean, VA, holding a Series 66 designation and 14 years at Merrill since 2012, with four years of industry experience. Outside of her advisory role, she manages Wealthy Wisdom, a career and social media coaching business, providing coaching through network gatherings and virtual consultations. She is also the owner of Cerveau, an event venue space in Washington, DC. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Justin Simoni is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at BB&T Bank for six years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Arthur Mcgonigal III is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 credential and previously worked at Lincoln Financial Advisors Corporation for 10 years. In addition to his advisory role, he is an agent offering health insurance and annuity products through Heritage Financial Consultants, LLC. OSAIC Wealth serves a broad mix of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various managed account strategies and third-party manager options.

Martin Cammiso is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of the firm since 2005 and specializes in investment management and retirement planning. His work focuses on providing strategies for clients addressing complex financial issues. Prior to his current role, Martin worked for 14 years at Ford Motor Company in various roles including Business Management, Franchising, Operations, and Retail Development. He also served in the U.S. Army. Martin holds a Bachelor's degree in Business Administration and Marketing as well as an MBA, both from the University of Illinois. He holds professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, corporate benefits, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, investment strategy for individuals and corporations, tax minimization, and retirement income. Martin's personal interests include biking, boating, fishing, golfing, and skiing.

Howard Mcmillan III is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He previously worked at UBS Financial Services from 2001 to 2008. He serves as an investment committee member for the Human Resources Certification Institute. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.