Thomas Clark is a financial advisor with UBS Financial Services in McLean, VA, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

David Straightiff is a CFP®-designated financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Huszcza is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Manassas, VA since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm operates with a large institutional platform offering a broad range of advisory, brokerage, and insurance solutions.

Lilian Huang is a Financial Consultant at Fidelity Investments, where she currently provides financial guidance and develops personalized plans to help clients pursue their financial goals. She draws on over a decade of industry experience to support her clients' priorities effectively. Her professional background includes roles such as Private Client Advisor at J. P. Morgan, Senior Financial Consultant at T D Ameritrade, Premier Relationship Manager at HSBC Bank, and Premier Banker at Wells Fargo Bank. These positions have contributed to her comprehensive understanding of financial services and client relationships. Outside of her professional work, Lilian has interests in fitness, golf, music, and traveling.

Mike Harber is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients in the Washington D.C. area since 2014. He specializes in developing customized investment strategies that address clients’ short- and long-term financial goals while managing volatility. His approach includes assessing assets, liabilities, insurance, and cash flows to help clients navigate financial challenges. Mike provides personalized recommendations in several areas, including retirement planning, individual wealth preservation and insurance strategies, company-sponsored retirement plans, business transition planning, and business banking. His client focus areas also encompass college education planning, family wealth management, liquidity management, managing new wealth, personal retirement planning, and portfolio management services. Prior to joining Merrill Lynch, Mike served over 20 years in the U.S. Navy as an FA-18 pilot, retiring at the rank of Captain. He holds a Bachelor's degree from Western Michigan University and has held the Chartered Financial Analyst (CFA) designation since 2018, as well as the Personal Investment Advisor (PIA) designation. Mike is involved with charitable organizations supporting veterans and resides in Potomac Falls, Virginia, with his wife and children. His personal interests include fishing, football, running, skiing, woodworking, and spending time with his family.

M Kennedy Hughes is a financial advisor with Merrill in Reston, VA, holding Series 63 and Series 66 licenses and with 32 years of industry experience. He has worked at Merrill since 1996. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Caleb Perez is a financial advisor with Equitable Advisors holding a Series 66 designation. He has recently begun his career in the financial industry and brings experience from a variety of roles in sports and hospitality, including time with D.C. United and Kalypso's Sports Tavern. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of investment professionals, utilizing a range of third-party advisory programs and proprietary tools.

Anthony Connor is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes positions at UBS Financial Services and City National Bank. Outside of his advisory role, he serves on the board of a homeowners association, advises the company GORUCK on corporate strategy, and is involved in automotive restoration and rally preparation through Blue Ridge Motorwerks. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and 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.

Harrison Howard is a financial advisor at Edelman Financial Engines with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Credit Suisse. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Corinne Heiberger is a Private Wealth Manager with Merrill Private Wealth Management. She specializes in providing tailored financial strategies to high-net-worth individuals and families. Corinne holds the professional designation of Personal Investment Advisor (PIA), demonstrating her commitment to professional development and expertise in investment advisory services. She earned her Bachelor's Degree from George Mason University. Corinne applies her education and credentials to deliver comprehensive wealth management solutions to her clients.

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 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.

Scott Sloan is a Series 66-licensed financial advisor with LPL Financial, based in Annandale, VA, with two years of industry experience. Prior to his advisory role, he has been an assistant lacrosse coach at Top Caliber Lacrosse since 2021. 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, third-party asset management, and institutional platforms.

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 McLean, VA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2007. 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.