Mary Stralka is a CFP® and PFS™-designated financial advisor with 29 years of industry experience. She is currently with Cetera and has held prior roles at Avantax Investment Services, Inc., 1st Global Advisors, Inc., and operates a sole proprietorship under her name. She also serves as administrator for her deceased sister’s estate, a role involving annual filings with Fairfax County Probate Court. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning through a multi-manager platform with access to third-party managers and a variety of program structures.

Cillian Tyrrell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Navy Federal Credit Union and ICS Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brian Bausman is a financial advisor at Ameriprise with 27 years of industry experience. He has held various roles within Ameriprise since 2005. Outside of his advisory work, he manages a small non-investment business activity. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, with a focus on assets held in Ameriprise-managed accounts.

Jordan Johnson is a financial advisor at Edelman Financial Engines based in Fairfax, VA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Charles Schwab & Co., TIAA-CREF, Fisher Investments, and several other firms. 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 management and non-discretionary online advice, with a focus on diversified model portfolios and long-term investment orientation.

Jeremy Noel is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Oak View National Bank and Tri-County Feeds, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

William Councill is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with several firms including MML Investors Services, MassMutual Life Insurance, and Cetera before joining Cambridge. Outside of his advisory role, Councill is involved in coaching soccer. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through multiple platforms, including proprietary model strategies and access to third-party advisers.

Julie Anne Lewis is a Series 66-licensed financial advisor with 25 years of industry experience. She currently works at RBC Capital Markets and previously held roles at Kestra Investment Services, LLC and Kestra Private Wealth Services, LLC. Outside of her advisory role, she serves as Co-Chair of the Northern Virginia Student Visionary of the Year campaign for The Leukemia & Lymphoma Society. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored strategies using a combination of in-house and third-party managers, along with a range of portfolio management and financial planning services.

Noble Canterbury is a financial advisor at Cetera with Series 66 credentials and no prior industry experience. His background includes roles at Canterbury Holding, LLC and multiple Cetera entities since 2025, as well as prior employment at Randolph-Macon College and Prince William County Public Schools. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement 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 various investment strategies and program structures.

Jason Ice is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1ST Global Advisors. He is also involved in managing his practice through Certainty of the Uncertainty, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Abrahim Kassim is a financial advisor with Edward Jones in Woodbridge, VA, holding Series 63 and Series 66 credentials with 16 years of industry experience. His prior roles include positions at Western Southern Life, Merrill, Mutual of Omaha, Wells Fargo Bank, and HSBC Securities. Kassim also serves as a full-time agency manager for Western & Southern Life. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Massaro is a CFP® professional with 36 years of industry experience, currently serving at Edelman Financial Engines in Fairfax, VA. He has been with affiliated firms since 1994, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines delivers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm utilizes a committee-based modeling process combined with planner support and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified, long-term portfolios.

Jessica Ashby is a CFP® designated financial advisor with 19 years of industry experience. She has worked at Edward Jones since 2021 and previously held positions at LPL Financial, infinex Investments, Inc., and The Fauquier Bank. Ashby serves as Treasurer for the Mental Health Association of Fauquier County, where she presents financial statements to the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide 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 under management and operates a large nationwide network of advisors and branch offices.

Brian Bloxom is a financial advisor with Cambridge Investment Research Advisors in Woodbridge, VA, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His previous roles include positions at Fulcrum Advisory Services and Truist Investment Services. Outside of his advisory work, he serves as vice chairman of the local Salvation Army chapter and is an advisory board member for Freedom Bank. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Nicholas O'gwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at LPL Financial, LLC for 13 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets held within Ameriprise Managed Accounts.

Anthony Badillo is a CFP® and ChFC® professional with 14 years of industry experience, currently advising at Edelman Financial Engines in Fairfax, VA. His prior roles include positions at Financial Engines Advisors, Charles Schwab, Facet Wealth, and The Vanguard Group. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified model portfolios and long-term orientation.

Farah Stewart is a Series 66 licensed financial advisor with Edward Jones in Fairfax, VA, and has 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Joshua Roberts is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at OSAIC, Cassaday & Company, Inc., and Clark & Associates Inc. Financial Solutions. Prior to his financial career, he was employed at Ballast Point Brewing & Spirits and Roanoke College. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage/custody services. The team customizes strategies based on client goals and risk tolerances, utilizing a mix of in-house and third-party managers alongside both traditional and complex investment approaches.

Lindsay Veleber is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, Lindsay owns a service-based business specializing in birth chart readings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Scott Morrello is a CFP® and ChFC® with 11 years of experience in financial advising. He has been with Edelman Financial Engines since 2025 and previously worked at Financial Engines Advisors L.L.C. and Edelman Financial Services. 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 modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice with a focus on diversified model portfolios and long-term investment orientation.

Josephine Yeboah is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes roles at Bank of America, N.A., Old Dominion University, and lower.com. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.