Ben Knighton is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he focuses on understanding clients' individual circumstances and assisting them in creating financial plans aligned with their personal goals. Prior to his current position, Ben served as a Senior Registered Wealth Management Client Associate at Merrill Lynch from 2014 to 2022. Over his career, he has developed experience in wealth management and financial consulting. Ben's approach emphasizes meeting clients with care and thoughtfulness, aiming to support them effectively through their financial planning process.

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 at Merrill with 32 years of industry experience. He has been with Merrill since 1996 and holds Series 63 and Series 66 designations. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, using both model-based and discretionary investment strategies developed by internal and third-party managers.

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.

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.

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.

Richard Pollick is a financial advisor with Charles Schwab holding a Series 66 credential and approximately one year of experience in the industry. His prior experience includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Oppenheimer and Co Inc., as well as several periods dedicated to full-time education. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment offering process.

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.

Eduardo Correa is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having nine years of industry experience. He has worked at Wells Fargo Bank, Bank of America, Merrill, and Morgan Stanley over the course of his career. He is based in Gaithersburg, MD. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

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.

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.

Michael Stone is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2025, he worked at Bankers Life and Bankers Life Advisory Services, Inc., and has experience in the insurance and financial services sectors. 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, offering clients multi-asset model portfolios supported by centralized custody and operational infrastructure.

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.

Brenda Yombo is a financial advisor at Primerica Advisors with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Intuit, Jones and Company Professional Corporation, and Rose Financial Solutions. Brenda is also the CEO and managing member of Infinity Gray Consulting LLC, providing consulting and tax preparation services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and offers both discretionary and non-discretionary investment options supported by custodians such as BNY Mellon Advisors and Pershing.