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.

Mark Powell is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2000, as well as at Citigroup Global Markets from 2004 to 2009. Outside of his advisory role, he is involved in book publishing as an author and speaker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

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.

Anothep Phimmasone is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2019, following an eight-year tenure at UBS Financial Services. Outside of his financial career, he is employed by Delta Air Lines, where he has been working since 1991. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by its Financial Advisors and specialized planning groups.

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.

Maya Brown is a Financial Consultant who collaborates with clients and their families to establish a supportive environment through intentional financial planning and guidance. She focuses on aligning clients' financial needs with their personal goals and visions for the future. Her professional experience includes roles at Fidelity Investments, where she served as a Relationship Manager from 2020 to 2022, a Planning Consultant from 2022 to 2025, and an Investment Consultant from 2025 to 2026. Outside of her professional work, Maya engages in activities such as running, skiing, traveling, and volunteering.

Brock Jolly is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2001. Outside of his advisory role, he is managing partner of College Funding Coach LLC and serves on the advisory board for George Mason University's undergraduate financial planning concentration. Mass Mutual Investors Services 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 emphasizes ongoing, collaborative financial planning engagements using firm-approved software and offers specialized planning, including estate settlement and employer-sponsored programs.

Bradley Dean is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Bethany College and completed his high school education at Yorktown High School. Bradley also attended the University of Virginia without obtaining a degree.

Philip Cocce is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including TIAA-CREF, HSBC Securities, and Prudential Insurance Company of America. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Marvin Nwanekwu is a financial advisor with Wells Fargo Clearing in McLean, VA. He holds a Series 66 designation and has one year of industry experience. His prior work experience includes roles at Guidehouse, Chartline Capital Partners, JPMorgan Chase & Co., and Wells Fargo. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Brian Cooper is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James in 2025, he worked at Northwest Financial Advisors LLC and LPL Financial for 12 years. Cooper is also an associate at Momentum Capitol Wealth Advisors, where he serves as a registered CSA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through a large network of advisors and affiliated firms.

Robert Gerl is a Financial Consultant with experience spanning roles at several prominent financial services firms. Currently serving at Fidelity Investments since 2022, he has previously held positions including Wealth Planner at New York Life- Eagle Strategies (2020-2021), Senior Portfolio Advisor at Merrill Lynch (2015-2019), Investment Advisor Representative roles at Met Life Premier Client Group (2014-2015) and Mass Mutual (2014), Licensed Agent at First Washington Financial Corporation (2011-2014), and Insurance Agent at Bankers Life and Casualty (2010-2011). As a CERTIFIED FINANCIAL PLANNER® practitioner, Robert focuses on helping families prepare for the future through comprehensive, goals-based wealth planning. He collaborates with clients to understand their priorities and translate them into clear, actionable strategies. His approach emphasizes thoughtful guidance, education, and long-term discipline to support confident financial decision-making. Outside of his professional work, Robert has personal interests that include horseback riding, motorcycles, and traveling.

Robert Lewandowski is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and Summit Financial Group. Lewandowski is also involved with Burke & Herbert Wealth Management in an investment-related role. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program options, including access to affiliated and unaffiliated third-party managers.

Vera Shaker is a Series 66-licensed financial advisor at Merrill in Ashburn, VA, with seven years of industry experience. She has been with Merrill and Bank of America since 2019 and previously worked at Bank of America from 2009 to 2019. Outside of her advisory role, she serves as a co-trustee of a revocable living trust. 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 strategies for individuals, high-net-worth clients, and institutions.

Michele Diatta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 16 years of industry experience. Michele has been with Wells Fargo Clearing for a total of 13 years, including two separate periods from 2008 to 2011 and from 2016 to the present. 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 combines research and analytics with diversified investment strategies and offers both brokerage and advisory solutions.