Christopher Smith is a financial advisor at Encompass More Asset Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked in aviation before joining the financial services sector. Smith is also a licensed independent insurance agent. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm manages approximately $985 million through about 85 advisors and employs model-based strategies that combine proprietary models and third-party sub-advisers across a range of investment options.

Brett Nelson is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at AdvicePeriod, LLC, VOYA Financial Advisors, and Nelson Financial Partners. He is also a life and annuity insurance producer. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized plan services supported by institutional and retirement plan resources.

April Blake is a financial advisor with Founders Financial Securities LLC, holding Series 65 and Series 63 credentials and 13 years of industry experience. She has previously worked at Fortune Financial Services, Inc. and Interactive Financial Advisors. In addition to her advisory role, she is a partner in Beach, Blake, & Assoc Financial Services, LLC, where she is involved in insurance sales. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and services, including managed portfolios, fee-based annuities, financial planning, and 1031 exchange consulting, with investment strategies tailored by its representatives under firm oversight.

Anthony Dietrich is a financial advisor at Blackridge Asset Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blackridge since 2018. His prior roles include positions at PEAK Brokerage Services and Retirement Wealth Advisors. Outside of advising, he owns a mosquito and pest control business. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-based, multi-manager approach with a mix of fundamental, technical, and charting analysis, and delivers services primarily through an affiliated turnkey asset management platform and wrap-fee programs.

Ross Hansberger is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 credential and three years of industry experience. Prior to his current role, he worked at Millstone Wealth Management for four years and spent thirteen years with the Federal Bureau of Investigation. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm supports a network of approximately 190 advisors and offers investment management, financial planning, and retirement-plan consulting using a combination of in-house strategies and third-party managers.

John May is a CFP® professional with 46 years of industry experience. He has been with XML Financial Group since 2019 and has worked at XML Securities, LLC (formerly Lara, May & Associates, LLC) since 2008. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and employs a blend of fundamental and technical analysis, leveraging third-party managers and an internal Investment Committee to customize portfolios according to client objectives.

Christian Prioretti is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has worked with Navy Federal Credit Union and Monarch Financial Solutions LLC. Prior to his current role, Prioretti also held positions at Lord Fairfax Community College and Wegmans. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers and supports solutions such as unified managed accounts and automated ETF portfolios.

Amy Emery is a financial advisor at Blackridge Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and has been employed by Blackridge since 2023. Outside of her advisory role, Emery works as a Student Assistant Specialist focusing on mental health and substance abuse at Loudoun County Public Schools, a position she has held since 2013. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management and a mix of fundamental, technical, and charting analysis to manage client assets primarily through an affiliated turnkey asset management platform.

Matthew Douglas is a Series 66-licensed financial advisor with Kestra Advisory, where he has worked since 2016. He has 21 years of industry experience and also holds a business development role with NFP focused on insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Alan Sprinkel is a financial advisor with Money Concepts Capital Corp in Gainesville, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Money Concepts Advisory Service and Money Concepts Capital Corp since 1995. Outside of his advisory role, he serves as president of APS Enterprises, Inc., a position he has held since 1984. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, utilizing model portfolios, advisor-designed portfolios, and third-party sub-advisers.

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.

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.

Tom O’Bryon II is a CFP®-certified financial advisor with Steward Partners Investment Advisory, LLC, bringing 49 years of industry experience. He has worked with Steward Partners in various capacities since 2016 and was previously with Raymond James Financial Services, Inc. from 2016 to 2022. He serves as trustee of the O'Bryon Family Revocable Trust. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Aarti Sethi is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been associated with various SunTrust entities since 2015. Outside of her advisory role, she co-owns rental properties with minimal management involvement. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies supported by inter-affiliate platforms and AI-enabled research, with a focus on manager selection and fiduciary support.

Benjamin Turner is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at firms including National Life Group and Knights of Columbus, following 15 years at Potomac Consulting Group, LLC. Outside of his advisory role, he serves as Director of Marketing and Outreach for the Prince William Chapter of the Catholic Business Network. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios with a mix of long-term and shorter-term strategies.

Haelie Guiney is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Truist and its predecessor firms since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and uses AI-enabled research tools alongside traditional methods to support its investment approach.

Javier Perez Giz is a financial advisor with Eagle Strategies (NY Life) based in Haymarket, VA. He holds a Series 66 credential and has 15 years of industry experience. In addition to his advisory role, he is involved in non-investment activities including working as a driver for Uber and serving as a wine and beer pourer at Barrel Oak Winery. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored advice across multiple program types, primarily managing assets on a non-discretionary basis and providing specialized services to a wide range of institutional sponsors.

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.

Michael Washer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and possessing 23 years of industry experience. He has worked with several related firms, including ICS Financial Group, Inc. and Group Underwriters Agency Inc., where he serves as CEO. Washer is also involved in insurance sales and agent recruitment through ICS Financial, Inc., and provides operational and financial guidance for Group Underwriters Agency Inc. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm provides a variety of managed account programs and integrates multiple custodial platforms, supporting portfolio management through its Investment Committee and third-party partners.

Arthur Washer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has held various roles within Ameritas and affiliated firms since 2015 and serves on the Board of Supervisors for Fauquier County, Virginia. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients, offering multiple managed account programs and fee-based management of variable annuity and universal life subaccounts.