Charles Sisson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he serves as power of attorney for his parents on investment-related matters. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

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.

Matthew Wunder is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2017, with prior experience at City National Bank and Stifel. Outside of his advisory role, Wunder serves as president of the Gainesville Haymarket Baseball League and is a board director for Play Ball Sports Management, a nonprofit providing baseball development and recreational opportunities for youth. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management tailored to client risk profiles, utilizing both in-house and third-party investment managers.

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, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes 24 years at Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2019. He is also licensed as a non-variable insurance agent in Southeast Virginia. 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 institutions. The firm offers a range of financial planning and portfolio management solutions, including model portfolios, third-party asset management, and institutional platforms.

Richard Catalfamo is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Outside of his advisory role, he provides home care for his special needs son. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

James Pearson is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Nationwide Securities LLC and RSM US Wealth Management LLC. Outside of advisory work, he is the owner of Pearson Financial Services, LLC and has been involved with 4 C Caddies LLC since 2018. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Robb Mitchell is a financial advisor with Ameriprise in Centreville, VA, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and served 25 years in the US Army. Outside of his advisory role, he owns a real estate business, R&T Mitchell LLC. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients and offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. Its retirement income planning involves collaboration between a centralized service team and advisors, using proprietary research and third-party data within a defined investment framework.

Diane Searles is a financial advisor at Edward Jones in Warrenton, VA, holding Series 63 and Series 66 licenses with eight years of industry experience. Her prior roles include positions at UBS Financial Services and Fauquier County Public Schools. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a variety of investment advisory programs, managed solutions, and affiliated funds, supported by a large network of financial advisors and branch offices nationwide.

Ellen Shaughnessy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Thomas Russell Jr. is a financial advisor with LPL Financial in Fairfax, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill, Bank of America, and Infinex Investments Inc. He is involved with Virginia Asset Group and has experience in insurance agency operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management services supported by proprietary research and technology tools.

Stephen Sopko is a financial advisor with Wells Fargo Clearing in Woodbridge, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a power of attorney and trustee for his parents’ trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Albert Penksa III is a financial advisor at Edward Jones with five years of industry experience. He previously worked at R.W. Murray Co. and Brasfield & Gorrie, LLC and has been involved with Amway Corporation since 2008. Outside of his advisory role, he serves as an assistant coach for the Greater Fauquier Little League, teaching baseball skills to children ages 7-8. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Denise Carson is a financial advisor with LPL Financial in Fairfax Station, VA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Avantax Advisory Services and Expert Tax Service, which she continues to own and operate, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network with various investment options, including model portfolios and third-party management, while maintaining a broad platform that integrates advisory and non-advisory financial services.

Dennis Donovan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been associated with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of advisory work, he serves as a finance committee member for the Fauquier Chamber of Commerce and is involved in managing multiple real estate business ventures. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with a variety of program options and affiliations.

Mark Miller is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is an assistant soccer coach at Highland School in Warrenton, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.