Aaron Radtke is a financial advisor at Edward Jones in Springfield, VA, holding the ChFC® and Series 66 designations with one year of industry experience. Prior to joining Edward Jones in 2024, he served in the U.S. Army from 2005 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Justin Simoni is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at BB&T Bank for six years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Bobby Payne Jr. is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2024. His prior experience includes 20 years at Woodbury Financial Services and over four decades at Payne & Associates. He has maintained a license to service fixed insurance products since 1986. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a broad network of affiliated advisors and multiple platforms. The firm employs various asset-allocation and portfolio construction tools and supports legacy programs and third-party managed account solutions.

Phillip Grissom is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019 and concurrently serves with U.S. Customs and Border Protection since 2004. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and maintains an operational model focused on tiered wrap fees and ongoing oversight of its investment offerings.

Mark Teodosio is a financial advisor with LPL Financial in Stafford, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked with Waddell & Reed, Inc. and various insurance carriers from 1997 to 2021 before joining LPL Financial in 2021. He is also active as a non-variable insurance agent in the South East Virginia area. 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 advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management and access to model portfolios and research.

Timothy States is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63, 65, and 66 designations. His prior roles include positions at Securities America Advisors, USAdvisors Wealth Management, Lifemark Securities Corp., and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kyle Bell is a financial advisor with Primerica Advisors in Springfield, VA, holding a Series 66 designation and 15 years of industry experience. His career includes roles at PFS Investments Inc., Primerica Financial Services, and Waddell & Reed, Inc., as well as service with the Army and Kansas Army National Guard. Outside of advisory work, he is involved with St. Barbara LLC, a non-investment related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily for individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and manages trading through BNY Mellon Advisors, emphasizing a tiered percentage-based fee model.

Victoria Baker is a financial advisor at Charles Schwab with Series 66 credentials and two years of industry experience. Her background includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., alongside earlier work in education and service industries. She also has experience owning a small cleaning services business. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment options, using multi-asset model portfolios and research-driven guidance, supported by a scalable, integrated operational structure.

Stephen Sopko is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as a power of attorney and trustee for family trusts, managing related investment matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Denise Carson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has held roles with Avantax Insurance Agency and Avantax Advisory Services, and owns Expert Tax Service, Inc., a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Taylor Edens is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at Cetera, Anchor Financial Group, OneAmerica Securities, and Mass Mutual Investors Services. Edens is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a range of portfolio management strategies and platform arrangements tailored to client objectives.

Ivana McNeill is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding CFP® and Series 66 designations and bringing eight years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked with Wells Fargo Clearing from 2017 to 2024 and gained earlier experience at WeddingWire. She also owns Riverfront Wealth IM LLC, an investment-related business based in Alexandria. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized niche planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with implementation options offered through brokerage or advisory programs.

Matt Megary is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 31 years of industry experience. He has worked at Wells Fargo in various capacities since 2014. Megary has ownership interests in two investment-related businesses, Riverfront Wealth Advisor LLC and Riverfront Wealth MM LLC, both based in Alexandria, VA. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Lovie Leach is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. Prior to joining Cambridge in 2024, Leach worked for Money Concepts Capital Corp and Money Concepts Financial Planning Centre for over two decades. Outside of advisory roles, Leach owns Ellevation Wealth Management and Legacy Planning, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management approaches, proprietary and unaffiliated model strategies, and institutional features such as advisor transition support and compliance oversight.

Regina Bennett is a Series 66 licensed financial advisor with Wells Fargo Clearing Services, LLC, where she has worked since 2017. She has 21 years of industry experience, including nine years with Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

James Boltz II is a financial advisor at Edward Jones in Manassas, VA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gus Mask is a CFP® professional with 17 years of industry experience, currently with Charles Schwab in Alexandria, VA. His prior roles include positions at USAA Investment Management Company and USAA Financial Planning Services. Mask has been self-employed in a non-investment-related capacity since 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account solutions. The firm integrates brokerage, advisory, custody, and cash-sweep services with a multi-asset investment approach supported by due diligence and strategic asset allocation.

Richard Levy is a financial advisor with Equitable Advisors in Woodbridge, VA, holding a Series 66 designation and 26 years of industry experience. He has worked with Equitable Advisors since 2010 and previously with AXA Advisors, LLC. In addition to his advisory role, he operates as an independent certified public accountant. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers a range of advisory services tailored through a structured client intake process.

Aurora Mcnear is a financial advisor with Primerica Advisors in Alexandria, VA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of her advisory role, Mcnear is President and CEO of Global Recruitment LLC, a business that recruits international teachers. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

William Councill is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His previous roles include positions at Cetera, Anchor Financial Group, OneAmerica Securities, and MML Investors Services. Councill also owns Councill Wealth Management and serves as a soccer coach in Franklin, VA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment implementation platforms with tailored strategies ranging from discretionary to non-discretionary management, incorporating both proprietary and third-party models.