Josiah Wines is a financial advisor with Edward Jones in Warrenton, VA, holding a Series 66 designation and six years of industry experience. His career includes prior roles at Bankers Life and service in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a 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 and operates a large network of financial advisors and branch offices nationwide.

Adam Skitol is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to this, he worked at Trimmer Associates and Bankers Life in various roles. Outside of his advisory work, he occasionally assists with property inspections as an independent contractor for Trimmer Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors and more than 15,000 branch offices. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Max Hutsell is a Series 66-licensed financial advisor at LPL Financial with 15 years of industry experience. His prior roles include positions at Edward Jones and H. Beck, Inc., as well as managing entities such as Max Everett Enterprises and Grove Point Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of advisers. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michelle Kim is a financial advisor at Mass Mutual Investors Services with the Series 66 designation and one year of industry experience. Her prior work includes three years at Cornerstone Insurance Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and also provides specialized services such as divorce planning and employer-sponsored planning programs.

Jan Kamphuis III is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Truist Advisory Services. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Janet Howard is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Cassaday and Company, The Burney Company, EF Legacy Securities, LLC, and Blisk Financial Group. Outside of her advisory role, she is a consultant for Rodan and Fields, focusing on skin care sales. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Rebecca Borton is a financial advisor with Cetera, holding the CFP® designation and Series 66 and 63 licenses, and has 11 years of industry experience. Her career includes roles at firms such as Raymond James Financial, Morgan Stanley, Commonwealth Financial Network, and Avantax. She is involved with Timothy Richardson LLC DBA Greenspace Financial, providing financial planning and client service support. Cetera Investment Advisers LLC is a large SEC-registered advisory firm with over 10,000 advisors and more than $256 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, and institutional clients, offering a multi-manager investment platform with discretionary and non-discretionary portfolio management and financial planning services.

Timothy Bartz is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has previous work experience including roles at Abercrombie & Fitch and Altria. He is also the Successor Trustee of the Diane M. Bartz Revocable Trust. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a range of advisory programs and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Sung Lee is a financial advisor with Ameriprise in Haymarket, VA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver tailored retirement income advice.

Alan Olson is a financial advisor at Cetera with 38 years of industry experience and holds Series 63 and Series 65 credentials. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC, in addition to managing his own firms since 2003. Outside of financial services, Olson is involved in automotive activities as the owner and instructor of Weekend Warrior Racing LLC and serves as a board member and class administrator for the DC Region of the Sports Car Club of America. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning options, supporting both discretionary and non-discretionary accounts through a large network of over 10,000 advisors.

Patrick Langdon is a financial advisor with Ameriprise in Bristow, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Langdon serves as Vice President on the Board of Directors for the Braemar Blasters Swim Team. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mary Martin Falanga is a financial advisor with Edelman Financial Engines, holding a Series 66 credential and over 21 years of industry experience. She has been with the firm and its predecessors since 2009, including Financial Engines Advisors L.L.C. since 2018. She serves as a board member for the Northern Virginia Therapeutic Riding Program, a nonprofit providing equine-assisted activities for people with disabilities and other at-risk groups. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, managing diversified portfolios with a long-term focus and serving approximately 477,000 clients.

Babak Binesh is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Primerica Advisors since 2013. His prior roles include positions at Washington Mortgage Group and United Real Estate. Outside of financial advising, he is involved in real estate as a licensed realtor and owns a real estate business in Jackson, Wyoming. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed-fee billing.

Lauren Conkright is a financial advisor at LPL Enterprise with six years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to her financial services career, she was employed at Bowie Produce Company for sixteen years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Helio Shin is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at MML Investors Services, LLC and MassMutual Life Insurance Co since 2023, as well as former positions at New York Academy LLC and Joy Academy. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Darrell Reynard Jr. is a financial advisor with Robert Baird & Co. holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He 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 employs a range of financial planning and portfolio management services combining internal research, model-traded strategies, and manager-traded separately managed accounts.

John Roberts Jr. is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset eligibility, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Kyung Eun Kim is a financial advisor with Mass Mutual Investors Services, holding CFP®, Series 63, Series 65, and Series 66 designations and 18 years of industry experience. Prior to joining Mass Mutual Investors Services and Mass Mutual Life Insurance Company in 2023, Kim worked at Eagle Strategies and New York Life Insurance Company. She serves as president of the Ewha Womans University Alumni Association and chairs the strategy and planning committee for the Greater Dallas Korean American Chamber of Commerce. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves detailed client data analysis and written recommendations, with implementation handled separately through brokerage or insurance arrangements.

Justin Quillen is a financial advisor with Edward Jones in Nokesville, VA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Valic Financial Advisors, Inc. and spent 17 years with the Transportation Security Administration. Outside of his advisory role, he is involved in real estate through managing rental properties and a house-flipping business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Sorden is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and previously worked at Robert W. Baird & Co. for ten years before joining Raymond James. 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 sponsors wrap fee advisory programs.