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Jay B
Series 65, Series 63
Alexandria, VA
Truist Advisory Services
Jay Burmaster Jr. is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various Truist entities, Scott & Stringfellow, and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis, fiduciary support, and a manager-selection program that leverages discretionary and non-discretionary approaches along with AI-enhanced research tools.
Lyndsie S
Series 65, Series 63
Alexandria, VA
First Command Advisory Services
Lyndsie Slusher is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials. She has one year of industry experience, having previously served in the US Army for seven years and currently engaged with UNC Chapel Hill. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Samantha S
Series 65, Series 63
Woodbridge, VA
First Command Advisory Services
Samantha Stidham is a financial advisor with First Command Advisory Services. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her work history includes prior roles within various First Command entities and service in the U.S. Army. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.
Tu N
Series 63, Series 65
Springfield, VA
Truist Advisory Services
Tu Nguyen is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platform and manager arrangements, and integrates affiliated services including Truist Investment Services and Truist Bank sweep features.
Jeffrey F
ChFC®, Series 66, Series 63, Series 65
Manassas, VA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Jeffrey Fischer is a financial advisor with United Planners' Financial Services of America and holds the ChFC® designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience and has worked at firms including Strategic Financial Associates and NYLife Securities LLC. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent representatives and emphasizes a predominantly non-discretionary approach to asset management.
George M
Series 66
Alexandria, VA
Janney Montgomery Scott
George Michael is a financial advisor at Janney Montgomery Scott LLC with two years of industry experience. He holds the Series 66 designation and has worked at RiverFront Investment Group and ALPS Distributors prior to joining Janney. His work history also includes roles outside finance, such as positions at Elon University and several retail and delivery companies. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a range of in-house and third-party portfolio management solutions.
Violette D
Series 63, Series 65
Alexandria, VA
First Command Advisory Services
Violette Depagnier is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 63 and Series 65 licenses. Outside of her advisory role, she works as a beauty consultant at Palm Beach Tan. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.
Jairo C
CFP®, Series 63, Series 65
Falls Church, VA
Truist Advisory Services
Jairo Castaneda is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 14 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021. His prior experience includes roles at Bb&T Securities and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates inter-affiliate resources to manage investment programs such as the AMC Advantage.
Linda C
Series 66
Fairfax, VA
VOYA Financial Advisors, Inc.
Linda Cheng is a financial advisor with VOYA Financial Advisors, Inc. in Fairfax, VA, holding a Series 66 designation and 21 years of industry experience. She has been with VOYA since 2015 and is also the sole proprietor of Dragonfly Method LLC, where she teaches yoga and guided meditations. Additionally, she serves as the first vice president of the Montclair Property Owner's Association. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice mainly through non-discretionary programs and operates as both an SEC-registered investment adviser and a broker-dealer.
George R
Series 66
Manassas, VA
Valic Financial Advisors
George Rapp Jr. is a financial advisor with Valic Financial Advisors in Manassas, VA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Valic, he held roles at Agia, where he sold non-securities insurance products, and has a background involving community sports organizations including the Virginia Soccer Association. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm leverages centralized technology and model solutions to support its advisors and manages approximately $29.2 billion in assets.
Michael S
CFP®, Series 66
Alexandria, VA
Janney Montgomery Scott
Michael Slaymaker is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Janney Montgomery Scott since 2014, where he currently practices as a financial advisor in Alexandria, VA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.
Stephen B
Series 65, Series 63
Alexandria, VA
First Command Advisory Services
Stephen Brown is a financial advisor with First Command Advisory Services in Alexandria, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with First Command Advisory Services since 2015 and is also affiliated with related First Command entities since 2014. Outside of his advisory role, he serves as Secretary of the Indian Springs Estates Homeowners Association, responsible for managing meeting records and association communications. First Command Advisory Services is an SEC-registered firm that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, implementing model portfolios and third-party manager selections through a centralized Investment Management Team.
Karen A
Series 65, Series 63
Fairfax, VA
Transamerica Financial Advisors
Karen Ahn is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including High Calling Inc. and Kellogg Insurance Marketing. Outside of her advisory work, she is involved with High Calling Inc. in a capacity spanning several years. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.
Samuel T
Series 63, Series 65
Dumfries, VA
First Command Advisory Services
Samuel Trimble is an advisor with First Command Advisory Services who holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining First Command, he served four years in the United States Marine Corps. Outside of his advisory role, he owns and operates a dog boarding business, Pokey Puppies LLC. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined, model-driven approach.
Jessica J
CFP®, Series 65
Fairfax, VA
Focus Partners Wealth, LLC
Jessica Jarosik is a CFP® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and Focus Wealth Management, Ltd. Her background includes roles at multiple advisory firms over the past decade. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.
Benjamin T
Series 65
Bristow, VA
Equity Services, inc.
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.
Krystyn R
CFP®, Series 65
Fairfax, VA
Focus Partners Wealth, LLC
Krystyn Rash is a CFP® and holds a Series 65 license with seven years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and Focus Wealth Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and ETFs.
Milan C
Series 66
Fairfax, VA
Truist Advisory Services
Milan Cavic is a financial advisor at Truist Advisory Services with six years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Citibank. Milan is based in Fairfax, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and manager‑selection programs, combining discretionary and non‑discretionary approaches with integrated inter‑affiliate resources.
Craig D
Series 63, Series 65
Alexandria, VA
Truist Advisory Services
Craig Dyson is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Scott & Stringfellow, BB&T Securities, SunTrust Bank, and SunTrust Investment Services. Dyson has been with Truist since 2019 through its predecessor entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, integrating discretionary and non-discretionary approaches supported by inter-affiliate relationships and AI-enabled research tools.
Amy O
Series 63, Series 66
Manassas, VA
Integrated Wealth Concepts LLC
Amy Oviedo is a financial advisor with Integrated Wealth Concepts LLC in Manassas, VA, holding Series 63 and Series 66 registrations and having 28 years of industry experience. Her career includes roles at Lincoln Financial Advisors Corporation and LPL Financial before joining Integrated Wealth Concepts in 2016. Outside of advisory work, she is involved in motivational speaking, notary services, and direct sales through Damsel In Defense. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and a range of advisory services, employing customized portfolios with mutual funds, ETFs, equities, and fixed income, and sponsors various wrap-fee programs.
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