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 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Thomas Russell Jr. is a financial advisor with LPL Financial in Fairfax, VA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Primis Bank, Virginia Asset Group, Infinex Investments, Bank of America, and Merrill. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations with a range of advisory programs, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary management, utilizing in-house and third-party research along with various portfolio management options.

Stephen Sopko is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as a power of attorney and trustee for family trusts, managing related investment matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Gary Wong is a financial advisor with Edward Jones in Oakton, VA, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at Rosendin Electric from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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 Series 66-registered financial advisor with Edward Jones, bringing four years of industry experience. His prior roles include positions at R.W. Murray Co., Brasfield & Gorrie, LLC, and Amway Corporation. Outside of his advisory work, he serves as an assistant coach for the Greater Fauquier Baseball Little League, teaching basic baseball skills to young players. 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 strategies, supported by 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, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has held roles with Avantax Insurance Agency and Avantax Advisory Services, and owns Expert Tax Service, Inc., a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

John Hester is a financial advisor at Cetera with 31 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Cetera, he spent over two decades with 1st Global Advisors, Inc. and Avantax Investment Services, Inc. In addition to his advisory work, Hester is the owner of a CPA firm and serves as finance chair for a local Methodist church. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with approximately $256 billion in assets under management.

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 based in Fairfax, VA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill, Bank of America, Morgan Stanley, and Truist Advisory Services. Outside of advising, he works as an Uber driver on weekends. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

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.

Preetha Gopi Kumar is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Stearns Home Loans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at Cetera, Anchor Financial Group, OneAmerica Securities, and Mass Mutual Investors Services. Edens is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a range of portfolio management strategies and platform arrangements tailored to client objectives.

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.