James Boltz II is a financial advisor at Edward Jones in Manassas, VA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Darby Huffines is a Financial Advisor with The Dettra, Wedel & Leygraaf Group, where she focuses on team growth and client relationship building. She joined the team in 2022 as a Wealth Management Specialist following her tenure as an Analyst at The Federal Reserve Bank of Richmond. Darby's client focus areas include education planning, family wealth management strategies, and personal retirement planning. She holds a Bachelor of Science degree in Business Administration with a concentration in Finance and a minor in Economics from Longwood University, graduating in 2020. During her time at university, she was a sister leader of the Kappa Delta sorority, Alpha Chapter. Darby has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). A native of Northern Virginia, Darby currently resides in Reston with her husband, Will. Outside of work, she enjoys following D.C.'s sports teams, traveling, spending time with family and friends, as well as participating in activities such as football, golfing, skiing, volleyball, watching movies, and yoga.

Matthew Huling is a financial advisor at Charles Schwab in Tysons Corner, VA, with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018. Prior to that, he held positions at the University of Alabama and Bishop & Kent. 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. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Alejandro Castellanos is a Financial Advisor at Merrill Lynch Wealth Management. He holds FINRA Series 7 and 66 registrations and has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation as well as the Personal Investment Advisor (PIA) credential. Alejandro's approach to wealth management focuses on education and personalization, ensuring clients understand the rationale behind their investment strategies and long-term financial plans. He has expertise in areas including family wealth management strategies, retirement planning, personal retirement income, education planning, and managing new wealth. Alejandro's professional experience involves helping clients develop strategies to pursue short-, mid-, and long-term financial goals, providing guidance across various areas such as wealth management, concentrated stock positions, cash management, retirement plans, and executive financial services. Alejandro holds a Masters of Business Administration (MBA) and an Accredited Certificate Program in Marketing from Pontifical Catholic University of Peru, a Master's Degree in Finance from EADA Business School, and an Accredited Certificate Program in Neuroscience from the University of Monterrey. He is bilingual in Spanish and English. Outside of work, Alejandro lives in Vienna, VA, is a father of two daughters, and enjoys playing tennis, pickleball, and soccer, as well as designing and building custom terrariums and aquariums.

Michael Wilber is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work includes roles at ECS Federal, Akima, and a period as a self-employed professional. Outside of finance, he manages Gingerfunk Allstars, LLC, a music and entertainment business based in Middleburg, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Joseph Mc Clenny is a financial advisor at Edward Jones in Gainesville, VA, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Life Time Fitness from 2011 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mary Coats is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for ten years at the Department of Health and Human Services within the National Institutes of Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Sarah Cammiso is a Wealth Management Advisor and the senior partner of The Cammiso Group at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1993 and has gained over 35 years of experience in the financial services industry. Sarah has worked with hundreds of families, helping them pursue their financial goals by creating customized investment strategies aligned with their immediate priorities and long-term aspirations. She holds several professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Sarah earned her Bachelor of Business Administration from The College of William & Mary and studied internationally at the Rossall School in Lancashire, England. She has also served on the faculty of Merrill Lynch University in Princeton, New Jersey for fifteen years and has been a frequent lecturer on retirement planning, wealth management, professional money management, and portfolio diversification. Sarah lives in Vienna, Virginia, with her husband, Marty. She is involved with the Church of the Holy Comforter.

Kevin Underwood is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. His career includes roles at Avantax Advisory Services, Pension Benefit Guaranty Corporation, and Badger Sumrall, where he also provides tax preparation and planning services. In addition to his advisory work, he owns and operates a CPA firm and has experience as an independent health insurance agent. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform. The firm supports over 10,000 advisors and manages more than $256 billion in assets.

Michael Reyes is a Senior Financial Advisor at Merrill Lynch Wealth Management, focusing on delivering comprehensive financial strategies tailored to the unique needs of his clients. He works extensively with entrepreneurs, professionals including venture capitalists, private equity and technology executives, attorneys, and physicians, as well as government employees and contractors. Michael assists clients in areas such as family wealth management, retirement income planning, corporate benefits, managing new wealth, and small business strategies. Michael began his financial services career in 1999 and has held positions at Deutsche Bank Alex Brown, UBS, and Morgan Stanley before joining Merrill Lynch in 2015. He holds a Bachelor's degree from George Washington University and maintains several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also active in professional organizations such as the Association of Corporate Growth - National Capital Region and the Tower Club of Tysons. Outside of his professional work, Michael lives in the Washington Metropolitan area with his wife and two children. His personal interests include basketball, golfing, running, soccer, and spending time with his family. He is involved with community organizations such as AALEAD, Alexandria Chamber of Commerce, HBI-DC, The Women Center, and Warrior Ethos.

John Aras is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked for UBS Financial Services for 11 years before joining RBC in 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a range of in-house and third-party investment managers and tailored portfolio strategies.

Robert Allred is a financial advisor with UBS Financial Services in Vienna, VA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with UBS Financial Services since 1998. Outside of his advisory role, he serves as successor trustee for two testamentary trusts established by family members. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides fee-based financial planning, portfolio management, and access to mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Esther Tobbin is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing personalized financial planning and portfolio management services to individuals and families at various life stages. Esther's approach involves collaborating with clients to define their financial goals and adapt strategies as their needs evolve. She focuses on areas such as family wealth management, retirement planning, philanthropic planning, portfolio management, special needs planning, and tax minimization. With over 10 years of experience in the financial services industry, Esther combines her professional expertise with sincere care in client relationships. She began her career in financial management and operations at Tobinco Pharmaceuticals in Ghana and later worked at Navy Federal Credit Union in the United States, providing financial counseling. Prior to joining Merrill Lynch, she was a financial advisor at the Global Advisor Group at LPL Financial. Esther earned a Bachelor's Degree in Banking and Finance from the University of Ghana and an MBA in Finance from George Mason University. She holds the Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Outside of her professional role, she is involved in the Washington D.C. chapter of the Women's Caucus for Art and enjoys activities such as cooking, dancing, music, photography, running, sewing, singing, traveling, watching movies, and writing.

Joseph Mundie is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at RBC Capital Markets since 2009 and also has experience with City National Bank beginning in 2019. Mundie serves on the finance committee of a homeowners' association, attending meetings to oversee operating and capital budgets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers and implementing strategies based on client risk profiles.

Johnson Chen is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at New York Life and several other firms. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning without discretionary investment authority.

John Noble is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TIAA-CREF and Financial Engines Advisors L.L.C. There are no additional notable outside activities reported. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Karl Loehle is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works alongside his team to serve a select group of high net worth individuals and families. Their focus is on planning and managing all aspects of clients’ financial lives, including banking services, credit and mortgage provision through Bank of America, and investment and portfolio management. Karl and his advisory group collaborate with clients to develop and manage personalized strategic wealth management plans aimed at providing financial confidence and helping clients live well within their means. Karl’s areas of expertise include executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds the following professional designations: Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Karl maintains FINRA Series 7 and Series 66 registrations as well as life, accident, sickness, and variable products insurance licenses. He earned a Bachelor's Degree in Business Management and Entrepreneurship from The University of Alabama and also attended Drexel University. Originally from Virginia, Karl currently resides in Gainesville. He enjoys Alabama football, traveling, music, and spending time outdoors. His personal interests include adventure sports, billiards, fishing, football, golfing, hunting, reading, and family activities. Karl is open to connecting with individuals and families seeking a family-oriented financial services team, those preparing for retirement or recent business sale, clients navigating market volatility, or individuals looking to incorporate new inheritances into their financial plans.

Christopher Walmsley Jr. is a financial advisor with LPL Enterprise holding a Series 66 credential and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also operates Estia Focused Financial, conducting business through LPL as a DBA entity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jonathan Phan is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding the ChFC® and Series 63 designations. He has 34 years of industry experience and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2009. Outside of his advisory role, he is involved in a non-MLM insurance brokerage specializing in property/casualty and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved tools and a range of investment programs and educational seminars.

John Santmyer III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and BB&T Investments. Outside of his advisory work, he serves as a basketball lead trainer for the Catoctin Basketball Club in Purcellville, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.