Harry Horning is a financial advisor with Osaic Wealth, Inc. in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. Prior to joining Osaic in 2023, he worked for Sagepoint Financial, Inc. from 2009 to 2023. Outside of his advisory role, Horning has entrepreneurial experience in life insurance sales and tax preparation, and he serves as treasurer for the Kena Shrine Band, a nonprofit organization. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm uses asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct diversified portfolios, offering access to a variety of investment vehicles with discretionary and non-discretionary management options.

Kristine Chaze is a financial advisor with Edelman Financial Engines in Fairfax, VA. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior work includes roles at Edelman Financial Services LLC and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary management and non-discretionary advice, with a focus on diversified portfolios, periodic rebalancing, and long-term investment strategies.

Ryan Unthank is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Fairfax, VA, where he has worked since 2007. He has 20 years of industry experience. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies alongside municipal advisory and public finance capabilities.

Joseph Goldberg is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with MML Investors Services Inc and MassMutual Life Insurance Company since 2010. Outside of advisory work, he is also a life and health insurance agent. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Catherine Kalweit is a CFP® professional with 28 years of industry experience, currently serving at Edelman Financial Engines. She has previously worked within various Edelman-affiliated entities since 2007. Kalweit serves on the Board of Directors for the Center for Object Relations, a nonprofit focused on education and resources related to the theory of Object Relations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Michael Kuzara is a financial advisor at Edward Jones in Marshall, VA, holding a Series 66 designation with two years of industry experience. He has served in the US Army since 1992 alongside his financial advisory role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory programs supported by a large nationwide network of advisors and branch offices.

Steven Crouch is a financial advisor at Stifel with Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of his advisory role, he serves as trustee for the Alice Johnson Meadows Trust and is treasurer of the Fauquier Community Coalition, a nonprofit providing assistance to the poor in Fauquier County. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group, supporting clients in retirement, insurance, and estate planning decisions.

James Bennett is a financial advisor with Cambridge Investment Research Advisors in Manassas, Virginia. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior roles include positions at Cetera Advisors, Anchor Financial Group, and OneAmerica Securities, alongside running Ryan Bennett LLC since 2021. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a large network of independent professionals, offering a range of portfolio management options and proprietary and third-party investment strategies.

Thomas Dellinger is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation from 2016 to 2023. Outside of his advisory role, he serves as president of The Okusa Dellinger Foundation, a private 501(c)(3) foundation, and is a board member of the Fellowship of Christian Athletes Northern Virginia Chapter and C You In: The Major Leagues, a charitable organization. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

Kevin Matthews is a financial advisor with Cetera and holds the CFP® designation and Series 66 license. He has two years of industry experience and currently operates Stoic Investments, LLC, offering advisory services alongside his role at Cetera. Matthews also manages Beta Solutions CPA LLC, a CPA firm providing tax preparation and consulting services, and serves as treasurer and secretary for a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with various program structures, including model portfolios and third-party manager access.

Aya Funahashi is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and previously worked for LastPass c/o GoTo, Inc. for eleven years. Outside of her advisory role, she is also an associate at McNellis & Asato, Ltd., a support company based in Chantilly, VA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with a significant portion of its business focused on advisory and implementation support rather than discretionary management.

David Mount is a financial advisor with Raymond James & Associates in Reston, VA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Robert W. Baird for 15 years before joining Raymond James in 2022. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains capabilities in public finance and municipal work.

Marie Canterbury is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 32 years of industry experience. Her prior career includes roles at T. Rowe Price Investment Services and MassMutual. She serves as a board member of the Cedar Mill Homeowners Association, where she assists with management and oversight duties. Cetera Investment Advisers LLC is a national firm that provides investment advisory services to individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Matias Rodlauer is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has previously worked at Baird and Harbour Capital Advisors. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and sponsors wrap fee advisory programs.

Joseph Irvin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Irvin serves as an endowment committee member for St. James Episcopal Church in Warrenton, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sima Zahid is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA before joining Primerica in 2019. Outside of her advisory work, she serves as an anchorwoman for Arian Afghanistan TV, is the treasurer of the Carterwood Community Association, and leads the cultural committee of the Afghan Academy nonprofit. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, managing potential conflicts through disclosure and oversight.

Kaitlyn Powell is a financial advisor with Robert Baird & Co. She holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Baird in 2024, she worked for Financial Engines Advisors L.L.C. from 2020 to 2024 and Wegmans Food Markets from 2015 to 2020. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and advisory strategies supported by internal research and tools, managing approximately $394 billion in regulatory assets as of December 2025.

Natalie Berry is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and five years of industry experience. She has worked at Ameriprise since 2019 and has prior experience with Practice Promotions and Virginia Commonwealth University. Outside of her advisory role, she co-owns YGB Operations LLC, a business unrelated to investment activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service incorporates proprietary research and third-party data within a structured investment framework influenced by its affiliated product ecosystem.

Gunnar Laasanen is a CFP® with nine years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Northwestern Mutual Wealth Management Company and several other financial firms. He serves on the board of Hope For Grieving Families, a charity supporting local families coping with loss. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm supports a range of investment strategies with over 10,000 advisors and approximately $256 billion in assets under management.

Bryan Holoman is a financial advisor with LPL Financial in Herndon, VA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with LPL Financial since 2012. Outside of advisory services, he is involved in tax preparation for individuals and operates a ride-sharing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources along with technology-driven strategies.