Travis Scott is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Cetera and its affiliated entities since 2019, with prior roles at Foresters Financial Services and Econo Lodge. Outside of his advisory work, he oversees youth ministry at Strong Tower Christian Church and is involved in A/V production and a 360 photobooth business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and consulting services with both discretionary and non-discretionary options, operating a multi-manager platform that supports customized investment strategies and access to various third-party managers.

Gary Sawyers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. His career includes over 30 years at National Commercial Bank Jamaica Limited and roles at TD Bank and Wells Fargo Bank, N.A. He relocated from Jamaica to the United States in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management grounded in modern portfolio theory. The firm’s advisory approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Corinne Heiberger is a Private Wealth Manager at Merrill Private Wealth Management. In her role, she provides wealth management services tailored to individual client needs. She earned a Bachelor's Degree from George Mason University.

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.

Richard Pollick is a financial advisor with Charles Schwab holding a Series 66 credential and approximately one year of experience in the industry. His prior experience includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Oppenheimer and Co Inc., as well as several periods dedicated to full-time education. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment offering process.

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.

Sagar Desai is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with individuals and families to address life events that influence wealth accumulation, income planning, and key financial decisions. He utilizes a consultative and collaborative approach, incorporating Fidelity's planning tools and assumptions to align financial strategies with clients' goals. Desai has extensive experience at Fidelity Investments, beginning as a DC Service Representative in 2010. Over the years, he advanced through several roles including Workplace Guidance Consultant, Relationship Manager, Senior Relationship Manager, and Assistant Branch Leader before becoming Vice President Financial Consultant. This progression reflects his deep familiarity with client relationship management and financial advisory services. Since 2012, Desai has resided in Northern Virginia with his wife and two children.

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 Alexandria, VA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Rainer is a financial advisor with LPL Financial who holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he is involved with The Collective Offshore in a non-investment capacity. 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 diverse advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Regis Rothrauff III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

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.

Mary Beth Chavez is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 1998, overlapping with her tenure at Bank of America since 2010. Outside of her advisory role, she is employed as a retail associate at Anthropologie in Reston, VA. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Will Wittstadt is a Planning Consultant at Fidelity Investments based in Reston Town Center. In his role, he focuses on assisting clients with their financial needs and concerns to ensure they are understood and addressed effectively. Wittstadt joined Fidelity Investments in 2025, beginning as a Financial Representative before serving as a Relationship Manager. In 2026, he advanced to his current position as Planning Consultant. Specific details about his education and credentials are not provided.

Jennifer Gallant is a financial advisor with Ameriprise based in Haymarket, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she is involved in a business ownership arrangement with several colleagues for the purpose of renting office space. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet certain asset thresholds, delivering personalized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Mario Martinez Coreas is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2024 and 2026 respectively, with prior work experience in the food service industry and an internship with Urban Alliance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with modern portfolio theory to guide its advisory solutions.

Bryce Leygraaf is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Senior Portfolio Advisor for the Dettra, Wedel & Leygraaf Group. He focuses on helping successful individuals and families navigate large financial decisions to reach their long-term goals, with areas of expertise including retirement and cash flow planning, alternative investment access, tax planning, generational and legacy planning, and trust and estate planning coordination. Bryce collaborates closely with CPAs and estate attorneys to provide clients with fully integrated wealth management strategies. Bryce holds the CERTIFIED FINANCIAL PLANNERTM (CFP) certification and is a Certified Private Wealth Advisor (CPWA), credentials that demonstrate his advanced expertise in working with high-net-worth clients. He graduated from Virginia Polytechnic Institute and State University with a Bachelor's Degree in Applied Economic Management. Bryce is also a Personal Investment Advisor (PIA). Residing in Vienna, Virginia, Bryce has spent his life in the Northern Virginia area. Outside of his professional work, he enjoys traveling, golfing, hiking, swimming, and spending time with his family. He is involved in community organizations including 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.