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.

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 a Series 66 credential. He has one year of industry experience and joined LPL Enterprise in 2026. Prior to his advisory role, 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 serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management arrangements, and access to a broad range of brokerage and insurance products via an integrated platform.

Scott Sloan is a financial advisor with LPL Financial in Annandale, VA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he has been involved with Top Caliber Lacrosse as an assistant coach since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a national network of investment adviser representatives.

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 at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2009. Outside of his advisory role, he is involved with The Collective Offshore in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, and incorporates research and model portfolios from various sources.

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.

Tasha Coconis is a financial advisor at Equitable Advisors with 27 years of industry experience. She holds Series 66 and Series 65 licenses and has been with Equitable Advisors since 2000, including its prior affiliation as AXA Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm works extensively with program sponsors and third-party managers, delivering advisory and brokerage solutions with a mix of discretionary and non-discretionary asset management.

Thomas Hahn is a CFP® with 33 years of industry experience, currently affiliated with Cetera since 2025. He has a background that includes nearly three decades at Avantax Advisory Services and related entities. Outside of his advisory role, Hahn serves as a director for the Korea University Alumni Association of Washington, D.C., and operates a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.

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.