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. 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.

Robert Schneider is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, an advisor-owned entity focused on managing his practice. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic automation.

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 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.