Kevin Handford is a financial advisor with Commonwealth Financial Network in Warrenton, VA, holding CFP® and ChFC® designations and over 30 years of industry experience. He has operated Handford Financial Strategies since 2002. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Carolyn Poling is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at Truist Bank for 15 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Robert Wells is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Valic Financial Advisors for five years before joining Private Advisor Group and LPL Financial in 2017. Outside of his advisory role, Wells is involved in coffee roasting and performs as a musician with The Imaginary Blues Band. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms and strategies.

Catherine Pfeilsticker is a financial advisor at Empower Advisory Group with 30 years of industry experience. She holds the ChFC® designation and Series 63 license. Since 1995, she has been associated with GWFS Equities Inc. Empower Advisory Group primarily provides financial planning and investment management services to employer-sponsored retirement plan sponsors and participants, integrating its offerings with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach.

Steven Kornicker is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 26 years of industry experience. His prior work includes roles at Scott & Stringfellow, Inc. and Bb&T Securities, LLC. He has been with Truist Advisory Services since 2021. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and research tools.

Jennifer Handford is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has operated Handford Financial Strategies since 2002 alongside her affiliation with Commonwealth Financial Network. Additionally, she owns Jen Book LLC, a private entity established for writing novels. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Darius Vesuna is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, Bb&T Securities, Llc, and Scott & Stringfellow, Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer‑sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and operates under the Advisers Act fiduciary standard.

Andrew Farrar is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved in several real estate-related businesses, including Hoosier Realtors LLC, Lark Realty, Ross Real Estate, and Restoration Enterprises, LLC. 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 strategies, separately managed accounts, and affiliated mutual funds.

Brent Olson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he served with the Arlington County Police Department for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a large network of financial advisors and extensive affiliated capabilities.

Kyle Vrhovac is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked as a silent partner and operations consultant for Outer Banks Boil Company, a seafood restaurant. Outside of his advisory role, he is involved in several business ventures including residential construction capital provision and an exotic car rental company. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, alongside affiliated mutual funds and trust services.

Sherri Phillips is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Amanda Burton is a financial advisor at Stifel with 24 years of industry experience. She holds a Series 66 license and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, Truist Advisory Services, and Bb&T Securities. Outside of her advisory role, she is a commissioned notary in the Commonwealth of Virginia. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses used as a basis for client decisions.

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.

Phillip Lennon is a financial advisor at Edward Jones with Series 65 and Series 66 credentials and three years of industry experience. Before joining Edward Jones, he worked for five years at Tiger Solar and has been involved in entrepreneurial ventures including Valley Athletics, LLC, which he owns. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee 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.

Marie Canterbury is a financial advisor at Cetera with 33 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including T. Rowe Price Investment Services, MassMutual, Wells Fargo Clearing, and Ameriprise. Outside of her advisory role, she serves as a board member for the Cedar Mill Homeowners Association. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of investment and retirement services through a network of over 10,000 advisors and manages more than $256 billion in assets.

Joseph Irvin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Scott & Stringfellow, LLC. He serves as an endowment committee member for St. James Episcopal Church and is a trustee for a personal trust in Warrenton, VA. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to a broad client base including individuals, corporations, and institutions. The firm combines extensive research and analytics with both brokerage and advisory solutions across a large network of financial professionals.

Allen Griffey Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is also a notary public. 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 and access to model portfolios and third-party asset management, supported by various operational and research tools.

Christine Emond is a financial advisor with Ameriprise in Warrenton, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as a non-officer member of the Brightwaters BPOA Board and owns CME Advancing Partners, LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

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.