John Estes Jr. is a CFP® credentialed financial advisor with 35 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services, Inc. since 1998. He operates his financial planning practice under the name Estes Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools to illustrate potential outcomes and maintains a broad advisor network with specialized municipal and employer advisory services.

Mark Llorens is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. His professional background includes roles at Variant Private Wealth and Financial Engines Advisors L.L.C. before joining Edelman Financial Engines. 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 management with an emphasis on diversified portfolios and long-term orientation.

Diane Searles is a financial advisor at Edward Jones in Warrenton, VA, holding Series 63 and Series 66 licenses with eight years of industry experience. Her prior roles include positions at UBS Financial Services and Fauquier County Public Schools. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a variety of investment advisory programs, managed solutions, and affiliated funds, supported by a large network of financial advisors and branch offices nationwide.

Ellen Shaughnessy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Thomas Russell Jr. is a financial advisor with LPL Financial in Fairfax, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill, Bank of America, and Infinex Investments Inc. He is involved with Virginia Asset Group and has experience in insurance agency operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management services supported by proprietary research and technology tools.

Stephen Sopko is a financial advisor with Wells Fargo Clearing based in Woodbridge, VA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including over a decade at Wells Fargo Clearing and more than 20 years with Wachovia Bank, N.A. In a personal capacity, he serves as a power of attorney and trustee for family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Christopher Ellis is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Virginia Asset Management since 2015 and joined Cetera in 2023. Outside of advisory work, Ellis owns a guest space rental business operating on Airbnb. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party managers.

Albert Penksa III is a financial advisor at Edward Jones with five years of industry experience. He previously worked at R.W. Murray Co. and Brasfield & Gorrie, LLC and has been involved with Amway Corporation since 2008. Outside of his advisory role, he serves as an assistant coach for the Greater Fauquier Little League, teaching baseball skills to children ages 7-8. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Renata Deye is a financial advisor at Edelman Financial Engines with 17 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Financial Engines Advisors L.L.C., El Legacy Securities, LLC, and Edelman Financial Services, LLC. She was also self-employed for five years. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings, operating discretionary and non-discretionary programs overseen by an Investment Committee.

Denise Carson is a financial advisor with LPL Financial in Fairfax Station, VA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Avantax Advisory Services and Expert Tax Service, which she continues to own and operate, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network with various investment options, including model portfolios and third-party management, while maintaining a broad platform that integrates advisory and non-advisory financial services.

Robert Sargent is a CFP® credentialed financial advisor with 17 years of industry experience. He is currently with Robert W. Baird & Co., having joined in 2024. His prior experience includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Robert works within The DDK Group, part of Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. Baird offers a range of wealth management services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and the use of internal research and technology tools.

Christopher Gurley is a CFP® and ChFC® with 30 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in Oakton, VA. He is a partial owner of OPM, Inc., which manages office expenses for a group of Ameriprise advisors, and serves on the board of directors for Sun Vista, Inc. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

Michael Kost is a financial advisor with LPL Financial in Fairfax, VA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A., as well as Truist Advisory Services and Morgan Stanley. Outside of his advisory work, he has driven for Uber on weekends. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various financial planning and asset management solutions through a large network of investment adviser representatives.

Dennis Donovan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been associated with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of advisory work, he serves as a finance committee member for the Fauquier Chamber of Commerce and is involved in managing multiple real estate business ventures. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with a variety of program options and affiliations.

Mark Miller is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is an assistant soccer coach at Highland School in Warrenton, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Taylor Edens is a financial advisor with Cambridge Investment Research Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Cambridge, he worked at Cetera, Anchor Financial Group, OneAmerica Securities, and Mass Mutual Investors Services. Edens is also an independent insurance agent affiliated with various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms and custodians.

Adit Ryan is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2013. He also serves as an Associate Financial Advisor supporting the practice of Cardinal Pointe Financial through Heick, Hester, Smith & Associates LLC. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Syed Ahmed is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has previously worked at HSBC Securities, Wells Fargo Clearing Services, and Citizens Securities. Outside of his advisory role, he assists with a family business that sells handmade artwork through Etsy. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored 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 both discretionary and non-discretionary program options.

Michael Powers is a financial advisor at Ameriprise with six years of industry experience. He previously operated MP Financial Planning for four years before joining Ameriprise in 2021. Outside of his advisory role, he is an Associate Financial Advisor at CME Advancing Partners, LLC, where he assists in preparing financial planning documents and client meeting materials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and asset allocation. The firm’s approach includes collaboration between a centralized service team and client advisors, employing proprietary research and third-party data within a defined investment framework.

Timothy Goode is a CFP® certificant with 21 years of experience in financial advisory. He is currently with Edelman Financial Engines, where he has worked since 2024. His career includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual, retirement-plan, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment management with a long-term, diversified approach.