Christopher Rainer is a financial advisor with LPL Financial who holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he is involved with The Collective Offshore in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Regis Rothrauff III is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2011. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Thomas Hahn is a CFP® with 34 years of industry experience, currently affiliated with Cetera. His career includes long tenures at Avantax Advisory Services and Avantax Insurance Agency, along with operating his own tax preparation and accounting firm, Hahn & Associates, P.C. He serves as a director for the Korea University Alumni Association of DC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms and third-party managers.

Timothy Moore is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at ICMA-RC Services, PNC Investments, Morgan Stanley, Allstate Financial Services, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and emphasizes research-driven investment strategies grounded in diversification and modern portfolio theory.

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 Collins is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Robert W. Baird & Co., CitiGroup, Wells Fargo Clearing, and PNC Wealth Management. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes.

Mario Martinez Coreas is a financial advisor with Wells Fargo Clearing in McLean, VA. He holds Series 65 and Series 63 credentials and has been working in the financial industry since 2024. Prior to joining Wells Fargo, he held roles outside the financial sector, including positions at Chic Fil A and Los Tios Grill. 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 combines in-house research and third-party analytics to support diversified investment strategies and offers a range of brokerage and advisory solutions.

Bryce Leygraaf is a Wealth Management Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management, where he is a partner in the Dettra, Wedel & Leygraaf Group. He began his career as a financial advisor in 2016 and joined the group in 2018. Bryce specializes in creating comprehensive retirement and cash flow plans, alternative investment analysis and implementation, and wealth preservation planning. He works closely with individuals and families to develop financial plans that extend beyond investments and savings, helping clients illustrate achievable and sustainable retirement lifestyles. Bryce holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is also a Certified Private Wealth Advisor® (CPWA®) professional. He earned his Bachelor's degree in Applied Economic Management from Virginia Polytechnic Institute & State University. Throughout his education, he was actively involved in the Financial Planners Association student chapter, the Society of Individual Investors club, and served as Finance Chairman of his fraternity. Residing in Vienna, Virginia, Bryce has lived his entire life in the Northern Virginia area. Outside of his professional role, he enjoys traveling, golfing, hiking, swimming, and spending time with his family. He is also involved in community organizations such as 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.

Ashley Chery Mars is a financial advisor with Merrill in McLean, VA, holding a Series 66 designation and 14 years at Merrill since 2012, with four years of industry experience. Outside of her advisory role, she manages Wealthy Wisdom, a career and social media coaching business, providing coaching through network gatherings and virtual consultations. She is also the owner of Cerveau, an event venue space in Washington, DC. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Mark Powell is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2000, as well as at Citigroup Global Markets from 2004 to 2009. Outside of his advisory role, he is involved in book publishing as an author and speaker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

Arthur Mcgonigal III is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 credential and previously worked at Lincoln Financial Advisors Corporation for 10 years. In addition to his advisory role, he is an agent offering health insurance and annuity products through Heritage Financial Consultants, LLC. OSAIC Wealth serves a broad mix of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various managed account strategies and third-party manager options.

Martin Cammiso is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of the firm since 2005 and specializes in investment management and retirement planning. His work focuses on providing strategies for clients addressing complex financial issues. Prior to his current role, Martin worked for 14 years at Ford Motor Company in various roles including Business Management, Franchising, Operations, and Retail Development. He also served in the U.S. Army. Martin holds a Bachelor's degree in Business Administration and Marketing as well as an MBA, both from the University of Illinois. He holds professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, corporate benefits, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, investment strategy for individuals and corporations, tax minimization, and retirement income. Martin's personal interests include biking, boating, fishing, golfing, and skiing.

Anothep Phimmasone is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2019, following an eight-year tenure at UBS Financial Services. Outside of his financial career, he is employed by Delta Air Lines, where he has been working since 1991. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by its Financial Advisors and specialized planning groups.

Howard Mcmillan III is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He previously worked at UBS Financial Services from 2001 to 2008. He serves as an investment committee member for the Human Resources Certification Institute. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Stephen Mcfeely is a CFA® charterholder and investment advisor with 10 years of industry experience, currently affiliated with LPL Financial in Oak Hill, VA. He has previously worked at Cassaday and Company, Inc. and Harbour Capital Advisors, LLC. Outside of his primary role, he provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent registered investment advisory firm. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Maya Brown is a Financial Consultant who collaborates with clients and their families to establish a supportive environment through intentional financial planning and guidance. She focuses on aligning clients' financial needs with their personal goals and visions for the future. Her professional experience includes roles at Fidelity Investments, where she served as a Relationship Manager from 2020 to 2022, a Planning Consultant from 2022 to 2025, and an Investment Consultant from 2025 to 2026. Outside of her professional work, Maya engages in activities such as running, skiing, traveling, and volunteering.