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.

Thomas Tucker Jr. is a financial advisor with STIFEL in Warrenton, VA, holding Series 63 and Series 66 licenses and 23 years of industry experience. His career includes over two decades at Edward Jones, followed by positions at B. Riley Wealth Advisors and B. Riley Wealth Management prior to joining STIFEL. Outside of his advisory work, he occasionally performs as a professional musician in live and studio settings. STIFEL serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joseph Mc Clenny is a financial advisor at Edward Jones in Gainesville, VA, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Life Time Fitness from 2011 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kevin Underwood is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. His career includes roles at Avantax Advisory Services, Pension Benefit Guaranty Corporation, and Badger Sumrall, where he also provides tax preparation and planning services. In addition to his advisory work, he owns and operates a CPA firm and has experience as an independent health insurance agent. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform. The firm supports over 10,000 advisors and manages more than $256 billion in assets.

Jonathan Phan is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding the ChFC® and Series 63 designations. He has 34 years of industry experience and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2009. Outside of his advisory role, he is involved in a non-MLM insurance brokerage specializing in property/casualty and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved tools and a range of investment programs and educational seminars.

Mary Stralka is a CFP® and PFS™-designated financial advisor with 29 years of industry experience. She is currently with Cetera and has held prior roles at Avantax Investment Services, Inc., 1st Global Advisors, Inc., and operates a sole proprietorship under her name. She also serves as administrator for her deceased sister’s estate, a role involving annual filings with Fairfax County Probate Court. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning through a multi-manager platform with access to third-party managers and a variety of program structures.

Cillian Tyrrell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Navy Federal Credit Union and ICS Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brian Bausman is a financial advisor at Ameriprise with 27 years of industry experience. He has held various roles within Ameriprise since 2005. Outside of his advisory work, he manages a small non-investment business activity. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, with a focus on assets held in Ameriprise-managed accounts.

Jeremy Noel is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Oak View National Bank and Tri-County Feeds, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

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.

Julie Anne Lewis is a Series 66-licensed financial advisor with 25 years of industry experience. She currently works at RBC Capital Markets and previously held roles at Kestra Investment Services, LLC and Kestra Private Wealth Services, LLC. Outside of her advisory role, she serves as Co-Chair of the Northern Virginia Student Visionary of the Year campaign for The Leukemia & Lymphoma Society. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored strategies using a combination of in-house and third-party managers, along with a range of portfolio management and financial planning services.

Noble Canterbury is a financial advisor at Cetera with Series 66 credentials and no prior industry experience. His background includes roles at Canterbury Holding, LLC and multiple Cetera entities since 2025, as well as prior employment at Randolph-Macon College and Prince William County Public Schools. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform supporting various investment strategies and program structures.

Jason Ice is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1ST Global Advisors. He is also involved in managing his practice through Certainty of the Uncertainty, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Abrahim Kassim is a financial advisor with Edward Jones in Woodbridge, VA, holding Series 63 and Series 66 credentials with 16 years of industry experience. His prior roles include positions at Western Southern Life, Merrill, Mutual of Omaha, Wells Fargo Bank, and HSBC Securities. Kassim also serves as a full-time agency manager for Western & Southern Life. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marcos Sagastizado is a financial advisor at Merrill with 19 years of experience at the firm and one year at Bank of America N.A. He holds a Series 66 designation. Outside of his advisory role, he owns a limited-liability company without active business operations. 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 a variety of individual and institutional clients.

Jessica Ashby is a CFP® designated financial advisor with 19 years of industry experience. She has worked at Edward Jones since 2021 and previously held positions at LPL Financial, infinex Investments, Inc., and The Fauquier Bank. Ashby serves as Treasurer for the Mental Health Association of Fauquier County, where she presents financial statements to the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of advisors and branch offices.

Brian Bloxom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2014. Outside of advising, he serves as vice chairman of the Salvation Army in Prince William County, participates on the advisory board of Freedom Bank, and acts as a director consultant for the Business Networking Institute. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.

Nicholas O'gwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at LPL Financial, LLC for 13 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets held within Ameriprise Managed Accounts.

Farah Stewart is a Series 66 licensed financial advisor with Edward Jones in Fairfax, VA, and has 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.