Bryan Rodia is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Folio Investments, Inc. and Brown's Car Stores. 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 and managed solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Corinne Newberry is a financial advisor at Edward Jones in Haymarket, VA, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she worked at Starbucks Coffee Company from 2021 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Conor Mullee is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior work includes roles with the Chicago Cubs and New York Yankees, as well as experience in sports training with Diamond Sports Training. 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 through a network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Gerald Radican is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Mass Mutual and its affiliates since 1994. Outside of his advisory role, he serves as an advisor involved with life settlements and viatical settlements through Veritas and is engaged in wealth consulting activities. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships utilizing firm-approved analytical tools.

Michael Oswald is a Series 66 licensed advisor at Charles Schwab with nine years of industry experience. His prior roles include positions at Edward Jones, Pruco Securities LLC, and The Prudential Insurance Company of America. He is currently based in Leesburg, VA. Charles Schwab serves a large client base primarily composed of 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 guidance, utilizing multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Eric Pol is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at Apple Federal Credit Union, CUSO Financial Services, Edward Jones, Charles Schwab, and Truist Investment Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Alina Pinkard is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include twelve years at Merrill and four years at Financial Engines Advisors L.L.C. before joining her current firm in 2026. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios, periodic rebalancing, and long-term strategy.

Cynthia Fermin is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2018, following nine years at PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin Wamsley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in mortgage and real estate services through his positions at Distinctive Referral LLC and Main Street Home Loans 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

M Kennedy Hughes is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1996 and holds Series 63 and Series 66 designations. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, using both model-based and discretionary investment strategies developed by internal and third-party managers.

Richard Pollick is a financial advisor with Charles Schwab holding a Series 66 credential and approximately one year of experience in the industry. His prior experience includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Oppenheimer and Co Inc., as well as several periods dedicated to full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment offering process.

Sarah Atkins is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. She holds Series 63 and Series 66 licenses and operates out of Marshall, VA. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors, serving more than 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.

Christopher Rainer is a financial advisor with LPL Financial who holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he is involved with The Collective Offshore in a non-investment capacity. 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 diverse advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Jennifer Collins is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Robert W. Baird & Co. and CitiGroup. Outside of her advisory work, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Mark Powell is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2000, as well as at Citigroup Global Markets from 2004 to 2009. Outside of his advisory role, he is involved in book publishing as an author and speaker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

Bradley Dean is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Bethany College and completed his high school education at Yorktown High School. Bradley also attended the University of Virginia without obtaining a degree.

Philip Cocce is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including TIAA-CREF, HSBC Securities, and Prudential Insurance Company of America. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

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.

Vera Shaker is a financial advisor with Merrill in Ashburn, VA, holding a Series 66 designation and six years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2009, serving in advisory roles throughout this period. Outside of her advisory work, she is a co-trustee of a revocable living trust. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Flinton is a CFP®-certified financial advisor with eight years of industry experience, currently with Raymond James Financial in Leesburg, VA. He has previously worked with Northwestern Mutual Wealth Management Company and Mark Anderson. Outside of his advisory role, he co-owns a family lake house in South Carolina that is rented out for short-term stays, managing maintenance and guest coordination. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice based on detailed risk profiling and analytical modeling. The firm also supports institutional consulting and portfolio management across a broad network and is affiliated with a municipal advisor to enhance its public finance services.