Jason Wedel is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with high net-worth individuals and families, primarily in the Washington D.C. area and across over 20 states, to help them achieve their financial goals and desired lifestyles in retirement. Jason focuses on retirement planning, income distribution strategies, generational wealth preservation, and works with client groups including corporate executives, IT consultants, attorneys, widows, and business owners. Jason began his advisory career in 2006 after graduating from the College of William & Mary with a degree in Finance and Economics. He is a CERTIFIED FINANCIAL PLANNER4 (CFP4) certificant and holds the Certified Investment Management Analyst4 (CIMA4) designation, as well as the Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) certifications. Jason is part of the Dettra-Wedel Group, where he and Chris Dettra use a team-based approach to deliver comprehensive wealth management services. A native Virginian, Jason has spent his life in the Washington D.C. metropolitan area. He resides in Falls Church with his wife and two daughters. Outside of his professional work, he enjoys spending summer weekends on the Chesapeake Bay with his family, including fishing and crabbing. Jason has been recognized several times by Forbes, including being named to the "Best-in-State" and "Top Next-Generation Wealth Advisors" lists.

Brendan Hughes is a financial advisor with Charles Schwab in Tysons Corner, VA, holding CFP® and multiple securities licenses with 37 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2009. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Douglas Gerace is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Timothy Martin is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor investment plans aligned with clients’ goals and risk tolerances.

Jennifer An is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2002. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Christopher Marcoux is a financial advisor with Ameriprise in Gainesville, VA, holding Series 63, 65, and 66 licenses and having eight years of industry experience. He previously worked at Edward Jones for six years, FVCbank for one year, and Sandy Spring Bank for two years. Marcoux also owns Mullinax LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Adrian Ortega is a financial advisor with Wells Fargo Clearing in Leesburg, VA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Bank, N.A. and Wells Fargo Clearing since 2023, with prior roles at Paychex and Insight Merchant Solutions. 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 solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Woodall is a financial advisor at Ameriprise with five years of industry experience. He previously worked at Morgan Stanley and has held various roles outside the financial sector, including part-time employment with Pro Football Focus, where he collects football player and play-level data. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendations and ongoing tax-aware withdrawal strategies.

Travis Clarke is a Series 66–licensed financial advisor with 17 years of industry experience. He has been with LPL Financial and Burke And Herbert Bank since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Keith Cohen is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Janney Montgomery Scott. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cameron Kundis is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He began his career at Fidelity Investments in 2023 as a Financial Representative, progressed to Relationship Manager in 2023-2024, and transitioned to his current position in 2025. Prior to joining Fidelity, Cameron worked as an Admin at Enterprise Financial Network in 2022. Cameron's approach to financial planning is rooted in a commitment to financial literacy and personalized client education. He focuses on building trusting relationships and aims to make financial concepts accessible to his clients. His professional experience spans various roles within financial services, emphasizing client guidance and financial planning. Outside of his professional life, Cameron enjoys camping, cooking and baking, participating in family activities, maintaining fitness, socializing with friends, and playing tennis.

Dylan Peterson is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and previously worked at W.C. Moore Financial Services and Kerecis. Outside of financial advising, he contracts as a data analyst helping music artists sell royalty rights. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Mark Dolfis is a financial advisor with Equitable Advisors in Bradenton, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory work, he is involved in an outside insurance brokerage business, serves as an executor of his sister’s estate, and operates Ascend Planning & Consulting LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Robert Kriegshauser is a Planning Consultant at Fidelity Investments, where he began his role in 2023. He focuses on developing meaningful relationships with clients by understanding their unique situations and working together to achieve their financial goals. Robert has dedicated his career to assisting others and values building strong connections as a foundation for effective financial planning. His approach emphasizes meeting clients where they are and progressing forward in partnership to help them pursue their objectives and enhance their quality of life. Outside of his professional work, Robert is interested in activities such as beach outings, exploring diverse foods, football, military service, music, and traveling.

Patrick Dunne is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He joined Fidelity Investments in 2020, serving first as a Relationship Manager from 2020 to 2022, then as a Planning Consultant from 2022 to 2024 before assuming his current role. With over 30 years of experience in the financial industry, Patrick has a broad background in financial advising and client relationship management. His expertise includes developing customized financial plans tailored to clients' specific goals and needs. Prior to joining Fidelity Investments, Patrick was a Financial Advisor and Branch Leader at First Empire Securities from 1990 to 2020.

Joseph Cantanucci III is a financial advisor with LPL Financial in McLean, VA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining LPL Financial in 2023, he spent 22 years with Mass Mutual Life Insurance and MML Investors Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Afra Tasnim is a financial advisor with LPL Enterprise in Vienna, VA, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining LPL Enterprise in 2025, Tasnim worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Itohan Eribo is a financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley since 2016 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and various analytical tools.

Alexander Brown is a CFP® professional with 24 years of industry experience, currently serving at RBC Capital Markets since 2024. He previously worked at Truist Advisory Services and Bb&T Securities. Outside of his advisory role, he teaches investment-related classes on alternative investments and market fundamentals through Fairfax and Arlington County Adult Education programs and serves on the Board of Trustees of Loudoun Country Day School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through various advisory programs, leveraging a broad range of internal and external investment resources.

William Corso is a CFP® with 29 years of experience in the financial services industry. He is currently an advisor at Robert W. Baird & Co., having joined the firm in 2024. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, Inc. Corso is also an investor in Northern Neck LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and separately managed account programs, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct-indexing capabilities.