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Darryl P
ChFC®, Series 63
Alexandria, VA
Wealth Watch Advisors, Inc
Darryl Pryor is a financial advisor at Wealth Watch Advisors, Inc with eight years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at First Financial Security and HD Vest Insurance Agency, among others. Outside of advisory work, he has been involved with Chrysalis LTS (dba Liberty Tax Service) and related businesses since 2014. Wealth Watch Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a blend of quantitative, qualitative, and technical methods for portfolio management and offers access to third-party managers as well as select alternative private placements for accredited investors.
Jake S
Series 66
Alexandria, VA
Navy Federal Investment Services, LLC
Jake Steffen is a financial advisor with Navy Federal Investment Services, LLC and holds a Series 66 designation. He has three years of industry experience, including roles at Navy Federal Financial Group, Bank of America, Merrill, and Equitable Advisors. Steffen's background also includes involvement with the Finance Club at SUNY Geneseo. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm employs model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.
Jennifer S
Series 63, Series 65
Burke, VA
XML Financial Group
Jennifer Szaro is a financial advisor with XML Financial Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with XML Financial, LLC since 2019 and has worked with XML Securities, LLC (formerly Lara, May & Associates, LLC) since 2008. Szaro serves as a Small Firm member on the FINRA Board of Governors. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to a diverse retail client base including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a multi-advisor team model and integrates fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client goals.
Jaymie C
Series 66
Dumfries, VA
First Heartland Consultants, Inc.
Jaymie Chmil is a Series 66-registered financial advisor with eight years of industry experience. She is currently affiliated with First Heartland Consultants, Inc. Prior to this, she worked at Edward Jones, Wells Fargo Clearing, First Clearing, and was self-employed for a period. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based programs for 401(k) participants, delivering its services through independent investment adviser representatives using a variety of analytical and asset-allocation techniques.
Richard N
Series 63, Series 65
Alexandria, VA
Stratos Wealth Advisors LLC
Richard Nilsen is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Advisors since 2016, following prior roles at Ashton Royce & Co. and Campaign Marketing Services. In addition to his advisory role, he is the president and founder of Nilsen Financial Services. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of investment advisory representatives using a variety of portfolio management approaches and third-party platforms.
Paul S
Series 65
Fairfax, VA
Signal Advisors Wealth, LLC
Paul Seal is a Series 65-licensed financial advisor with six years of industry experience. He currently works at Signal Advisors Wealth, LLC and previously spent seven years at AlphaStar Capital Management, LLC. In addition to his advisory role, he serves as president of Ascendant Wealth Strategies, Inc., where he provides insurance and annuity advice and sales. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation strategy combined with fundamental, quantitative, and technical analysis, while supporting a large number of retail accounts across its multi-team structure.
Evan M
Series 65
Centreville, VA
Encompass More Asset Management LLC
Evan Mc Gavran is a financial advisor at Encompass More Asset Management LLC with a Series 65 designation and no prior industry experience. Before entering the financial sector in 2025, he worked in education for several years, including roles at James Madison University and various schools. He is also an insurance agent involved in the analysis and sales of life insurance and annuities. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis, with some exposure to digital-asset related vehicles.
Rocco R
Series 66
Alexandria, VA
Kestra Private Wealth Services, LLC
Rocco Russo III is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 17 years of industry experience. He previously spent 17 years at Edward Jones before joining Kestra Private Wealth Services and Kestra Investment Services in 2026. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, overseeing advisor recommendations while allowing flexibility in product selection within its approved menu.
Michael T
CFP®, Series 63, Series 65
Fairfax, VA
Arkadios Wealth Advisors
Michael Torrey is a CFP®-designated financial advisor at Arkadios Wealth Advisors with 27 years of experience. He previously worked at Triad Advisors, Inc. for 17 years and Capital Planning & Investments, Inc. for 15 years. Outside of his advisory role, Torrey serves as an advisor to the Marine Corps Community Services pension plan and is a managing member of TNT Financial Services, where he provides insurance sales and business consulting. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of advisory programs and an internal portfolio team that supports customized investment strategies across multiple asset classes.
Dia Vante B
Series 66
Fairfax, VA
Beacon Capital Management, Inc.
Dia Vante Brown is a financial advisor with Beacon Capital Management, Inc. holding a Series 66 designation and five years of industry experience. Prior to joining Beacon, Brown worked at Midland National Life Insurance Company, Protective Life Insurance Company, Investment Distributors Inc, The Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life and Advisory Services. Beacon Capital Management provides third-party model portfolio management and discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.
Robert L
PFS™, Series 65
Fairfax, VA
CW Advisors, LLC
Robert Len is a financial advisor with CW Advisors, LLC in Fairfax, VA, holding a PFS™ designation and a Series 65 license. He has 28 years of industry experience, including 16 years at RDL Financial, Inc. dba Wolf Group Capital Advisors prior to joining CW Advisors in 2025. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and portfolio management.
Max M
Series 66
Centreville, VA
Navy Federal Investment Services, LLC
Max Molina III is a Series 66 licensed financial advisor with Navy Federal Investment Services, LLC. He has three years of industry experience and has previously worked with Bankers Life and MassMutual Life Insurance Co. Molina’s background includes roles across multiple financial services firms and mortgage companies. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers accessed via the Envestnet platform and provides overlay services, a Private Wealth Consulting program, and maintains dual registration as an SEC investment adviser and broker-dealer.
Pauline R
CFP®, Series 63, Series 65
Annandale, VA
StoneX Advisors Inc.
Pauline Rosenstein is a CFP® professional with 52 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. She has also been involved with StoneX Securities Inc. since 2014 and is vice president of Lakeside Productions, a photography business she has been part of since 1993. Rosenstein is a member of Rotary International, the American Association of University Women, and Annandale United Methodist Church. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers across multiple account structures and platforms.
Cesar O
Series 65
Fairfax, VA
CW Advisors, LLC
Cesar Ortega is a financial advisor at CW Advisors, LLC with a Series 65 designation and six years of industry experience. His prior roles include positions at Wolf Group Capital Advisors, Wade Financial Advisory, and Cresta Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies using both third-party and internally managed portfolios.
Megan B
CFP®, Series 66
Alexandria, VA
Apollon Wealth Management, LLC
Megan Brinsfield is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. She currently works at Apollon Wealth Management, LLC and has previous experience at Motley Fool Wealth Management, LLC and Mason Associates, Inc. Outside of financial advising, she is a health coach, produces content on healthy living, and manages a print-on-demand business focused on UVA-themed products. Apollon Wealth Management, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a broad range of investment solutions including ESG models, Direct Indexing, and sub-advisory services.
Lysa R
CFP®, Series 63, Series 65
Alexandria, VA
Capitol Securities Management, Inc.
Lysa Rothenberg is a CFP® professional with 36 years of industry experience, currently affiliated with Capitol Securities Management, Inc. She has worked at Capitol Securities and Money Matters Inc since 2018 and previously held roles at Navy Federal Financial Group and its related entities from 2007 to 2017. In addition to her advisory work, she is the president and business owner of Money Matters Inc, a tax preparation business. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning, pension consulting, and insurance products. The firm utilizes a range of investment strategies and third-party managers to deliver client-specific portfolio management.
Joshua J
Series 65
Manassas, VA
Sound Income Strategies, LLC
Joshua Jones is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and entering his first year in the industry. His work experience includes roles at Sound Income Strategies and Retirement Solution, LLC since 2026, and involvement with Complex Tax and Efile, LLC since 2012. Sound Income Strategies serves a diverse client base, including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.
Anne E
Series 65
Centreville, VA
First Advisors National, LLC
Anne Ermlick is a financial advisor at First Advisors National, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Cornerstone Senior Services since 2008. In addition to her advisory role, she is a licensed insurance agent involved with Cornerstone Senior Services in Murfreesboro, TN. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on third-party money manager selection and tactical and strategic allocations. The firm provides investment management, retirement plan consulting, and advice on individual securities, ETFs, and mutual funds.
Kevin O
CFP®, ChFC®, Series 66
Fairfax, VA
CW Advisors, LLC
Kevin Ostergaard is a financial advisor at CW Advisors, LLC with 11 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Wolf Group Capital Advisors, Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services. Outside of his advisory role, he manages administrative duties and upkeep for a rental property. CW Advisors serves a diverse client base including individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and portfolio management.
Stephen N
Series 63, Series 65
Manassas, VA
United Brokerage Services, INC
Stephen Nelson is a financial advisor at United Brokerage Services, Inc. in Manassas, VA, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors and Cardinal Bank. He serves as a board member on the Board of Trustees for Novant Health Hospital in Manassas. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs. The firm’s investment approach includes strategic and tactical asset allocation, mutual funds and ETFs, individual equity and fixed income selection, model portfolios, and tax-aware overlays.
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