Christopher Dettra is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bank of America and Merrill since 2009. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Schlendorf III is a financial advisor with UBS Financial Services in McLean, VA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with UBS since 1993. Outside of his advisory role, he is a partner in an LLC that manages a duplex property. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Nathan Parrish is a financial advisor with Charles Schwab in Reston, VA, holding the Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Charles Schwab since 2009 and also works with Charles Schwab Bank, SSB since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and alternative investment options, supported by a large-scale, integrated operational structure.

Michael Pasco is a financial advisor with LPL Financial in Sterling, VA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include six years at M&T Securities and 13 years at Truist Investment Services. 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 and access to model portfolios and third-party asset management, supported by extensive advisor tools and a broad platform of non-advisory financial activities.

Terry Jones is a financial advisor at Cetera with 24 years of industry experience and holds the PFS™ designation along with Series 63 and Series 66 licenses. He has a background that includes roles at Avantax and extensive experience in accounting and tax preparation through his CPA practice. Jones also serves on the board of the Northern Virginia Bridge Association, a nonprofit focused on bridge games and education. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, featuring both discretionary and non-discretionary program options.

Mark Farney is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including Divorce Transition Planning, Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Small Business Strategies, Individual and Corporate Investment Strategy, and Retirement Income. Mark holds a Bachelor's Degree from the University of Washington and a Master's Degree from Rochester Christian University. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) certification and Personal Investment Advisor (PIA) designation. He is involved in the community through organizations such as Breakthrough T1D and the YMCA of Greater Seattle. Mark draws from his varied experiences as a former pastor, football player, Ironman, and gunshot wound survivor, as well as managing type 1 diabetes. He aims to help clients find peace through financial planning and goal-based investment decisions.

Janet Howard is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Cassaday and Company, The Burney Company, EF Legacy Securities, LLC, and Blisk Financial Group. Outside of her advisory role, she is a consultant for Rodan and Fields, focusing on skin care sales. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Will Aubry is a Financial Consultant at Fidelity Investments, where he has worked since 2021 in various roles progressing from High Net Worth Associate to Financial Consultant. He has been involved in developing tailored strategies for investment management, retirement planning, and risk management to support clients' long-term financial objectives. Before joining Fidelity Investments, Will held the position of Private Client Associate at Janney Montgomery Scott in 2020 and completed an internship at Equitable in 2018. Throughout his career, he has focused on helping individuals and businesses make informed financial decisions aligned with their goals, emphasizing clarity, transparency, and disciplined planning.

Eric Riddell is a financial advisor with Ameriprise in Annandale, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as vice chair on the board of directors for Pathway Homes and is involved in crop farming operations. Ameriprise offers comprehensive retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Zachary Dixon is a financial advisor with Charles Schwab in Tysons Corner, VA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab Bank, Henderson State, and Certified Car Care. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Tessa Barrett is a Wealth Management Advisor with Merrill Lynch, specializing in providing comprehensive wealth planning and advice to women and families in transition. She works with clients undergoing various life changes such as career changes, divorce, widowhood, childbirth, grandparenting, or starting new businesses, focusing on managing new wealth, retirement planning, education planning, and estate planning among other areas. Tessa holds a Bachelor's Degree from Pennsylvania State University's Smeal College of Business and carries professional designations including CERTIFIED FINANCIAL PLANNER®, Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her approach combines her competitive spirit and discipline developed as a six-time All-American athlete and captain of Penn State's track and field/cross country teams with a commitment to personalized client service. Outside of her professional role, Tessa enjoys golfing, reading, running marathons competitively, and spending time with her family. She is also involved in community activities such as DC Diamonds and the Special Olympics.

Katherine Hernandez Montesflores is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at J.P. Morgan Securities LLC and Wells Fargo Bank, N.A. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert Freddino is a financial advisor at Charles Schwab with 26 years of industry experience. He has held his current roles at Charles Schwab and Charles Schwab Bank since 2012. He holds Series 63 and Series 65 registrations. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment opportunities.

Paul Chrisman is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1985 and Bank of America, N.A. since 2011. 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 a broad range of clients including individuals, high-net-worth clients, and institutional organizations.

Darius Brown is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including T. Rowe Price, PNC Investments, and Bank of America. 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 manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Marco Fattorini is a financial advisor with Ameriprise in Oak Hill, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he manages his Ameriprise practice through FPP LLC. Ameriprise serves clients, primarily individuals approaching or in retirement with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and integrates algorithmic tools alongside tailored advice.

Erik Knobl is a CFA® charterholder with 29 years of experience in financial services. He currently works at RBC Capital Markets and City National Bank, having previously held positions at Morgan Stanley Private Bank and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Christopher Johnston is a financial advisor at Merrill with 18 years of industry experience. He has been with Merrill since 2009 and also has a long tenure with Bank of America, N.A. outside of his advisory role, he serves as a power of attorney for his elderly godmother and as the personal representative for the estate of his godfather. Additionally, he is the managing member of Calm Ventures, LLC, a family investment vehicle. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates closely with Bank of America affiliates and focuses on managed account and manager-selection capabilities, with an emphasis on tax-efficient strategies and extensive program options.

Logan Ryan is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this position, he focuses on understanding each client's story, values, and goals to develop tailored strategies that support their financial objectives. Prior to his current role, Logan served as a Help Desk representative in Workplace Planning and Advice at Fidelity Investments from 2023 to 2025. Before that, he worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. Outside of his professional responsibilities, Logan enjoys participating in board games, exploring culinary experiences, attending social events with friends, visiting museums, playing soccer, and traveling.

Rebecca Borton is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. Her work history includes roles at firms such as Raymond James Financial Services, Commonwealth Financial Network, and Morgan Stanley. She is also involved with Timothy Richardson LLC dba Greenspace Financial, providing client service support and financial planning services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutions, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.