Anthony Marx is a financial advisor with Ameriprise in Sterling, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its predecessor entity since 2009. Outside of his advisory role, he is a co-owner of Unity Squared, a pass-through entity associated with a team practice structure. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver these plans and also provides a broad range of advisory, brokerage, and insurance solutions.

Morgan Russo is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has worked at several firms including Grove Point Advisors, Mass Mutual Investors Services, and Mutual of Omaha. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cameron Miller is a Series 66-licensed financial advisor with Edward Jones in Purcellville, VA, and has 10 years of industry experience. He has been with Edward Jones since 2015. 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 wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Ethan Loewen is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Edward Jones in two separate periods totaling 11 years, with a five-year tenure at Wells Fargo Clearing in between. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, corporate, and charitable entities. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard, supported by a nationwide network of over 23,000 financial advisors.

Michael Magruder is a CFP® with over 32 years of experience in financial advisory and tax preparation. He has served in various roles at Avantax and Cetera since 2002 and currently operates his own tax preparation and accounting business. He is affiliated with Cetera Investment Advisers LLC, a large SEC-registered advisory firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services.

George Feys is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has been with Raymond James Financial since 2008 and was previously affiliated with Seneca Wealth Strategies, LLC. Outside of his advisory role, he owns and operates a sustainable family farm in Beallsville, MD. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting across a large advisor network, with unique capabilities including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting program.

Joseph Esparolini is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following a year at Facebook and six years with the U.S. Army's Department of Defense. Outside of financial advising, he is involved with Hunting Hawk Farm, LLC, a horse boarding and apartment rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Matthew Wright is a financial advisor with Merrill in Leesburg, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill Lynch and Bank of America since 2011. Outside of his advisory role, he participates in the Loudoun County Chamber of Commerce, engaging in general business networking. 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.

Timothy Ashley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at LPL Financial since 2019 and also serves as a Principal Program Manager at Microsoft Corporation. Additionally, he is involved with 6A Management Corp, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Chad Williams is a CFP® and ChFC® with 12 years of experience in financial advising. He has worked at Edward Jones since 2013, with a brief tenure at Raymond James Financial Services in 2020. Outside of his advisory work, he is involved in freelance photography, specializing in headshots for financial advisors, and participates as an alumni committee member at the College for Financial Planning, assisting with diversity scholarship candidate interviews. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Leslie Crabill is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2011. Her prior experience includes five years at BB&T Investment Services, Inc., and she is also involved with Bct, a financial institution and wealth advisory business. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Pamela Sams is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. She has worked with firms including Securities America Advisors and Voya Financial Advisors and has owned Jackson Sams Financial Services since 2012. Outside of her advisory work, she is involved in community activities such as substitute teaching in Loudoun County Public Schools, volunteering to provide financial consultations for women in transition, contributing articles on retirement planning, and serving as an AARP Community Ambassador. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm integrates brokerage and advisory services with a variety of investment tools and third-party solutions to construct and manage tailored portfolios.

Joely Mauck is a CFP® with 35 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. She also has a longstanding affiliation with American United Life beginning in 2002. Her other business activities include offering non-variable insurance through various carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Joshua Best is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at Equitable and several insurance firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Matthew Smolsky Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for 19 years and The Barnes Group for 23 years. Outside of his advisory role, Smolsky serves as an Assistant Fire Chief with the Prince William County Department of Fire & Rescue, a position he has held since 1977. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm supports individual investors, retirement plans, banks, trust companies, and institutions with a range of financial planning, model portfolios, and institutional platforms.

Scott A. Spiers serves as the Resident Director and Wealth Management Advisor at Merrill. He has been in the financial services industry since January 2015 and is a fully licensed financial advisor. Scott's approach centers on building wealth management strategies tailored to individual client needs, focusing on tax-efficient portfolios and retirement planning. Before joining Merrill, Scott began his financial services career with a smaller firm, achieving the highest level of production distinction in his third year. Prior to his financial career, he served nearly 21 years as a commissioned officer in the U.S. Air Force, commanding three squadrons and deploying to Iraq, Afghanistan, and Qatar. His educational background includes a Bachelor of Science from the U.S. Air Force Academy, a Master of Science in Finance from the University of Texas at San Antonio, an MBA from the College of William & Mary, and a Master of Arts in Homeland Security from the Naval Postgraduate School. He holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Scott emphasizes that his work is about understanding clients' life priorities and creating personalized financial plans that align with their goals and aspirations. He is committed to community involvement, reflecting the Merrill tradition of service by volunteering with local organizations. His personal interests include a variety of sports and endurance activities such as baseball, basketball, biking, football, running, running marathons, soccer, and swimming.

Joseph Myer is a Series 66-credentialed financial advisor with 26 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Bank of America, Merrill, and A. G. Edwards & Sons. Outside of his advisory work, he is associated with several business entities, including Courser Capital Management and Stubblefield Farm, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with an emphasis on both advisory and non-advisory financial activities.

Tom Gerstenschlager is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024, and has held positions including Associate Financial Representative at Northwestern Mutual in 2023, Financial Advisor at LPL Financial from 2020 to 2022, and Licensed Agent at NYLife Securities LLC in 2020. Throughout his career, Tom has focused on building personalized financial plans tailored to clients' goals, objectives, and concerns. His approach emphasizes understanding clients' current and future financial situations to co-create effective strategies. Outside of his professional work, Tom enjoys baseball and spending time with family.

Nathan Myers is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2008. Outside his advisory role, he is a board member of the Wholehearted Foundation and serves as a board trustee for Providence Academy, where he participates in governance and financial oversight. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm 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.

Samuel Kim is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James & Associates, Wells Fargo Clearing, Banc of America Investment Services, and Raymond James Financial Services. 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 financial planning and investment programs, utilizing both proprietary and third-party strategies, supported by advanced research tools.