Robb Mitchell is a financial advisor with Ameriprise in Centreville, VA, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and served 25 years in the US Army. Outside of his advisory role, he owns a real estate business, R&T Mitchell LLC. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients and offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. Its retirement income planning involves collaboration between a centralized service team and advisors, using proprietary research and third-party data within a defined investment framework.

Fahima Shaw is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary advice focused on diversified portfolios and long-term investment strategies.

Curtis Frazee is a financial advisor with Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered in partnership with financial advisors.

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.

Sean Sinclair is a financial advisor with Edward Jones in Vienna, VA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm supports a large network of financial advisors and branch offices and provides affiliated capabilities including a trust company and proprietary mutual funds.

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 26 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Thomas Russell Jr. is a financial advisor with LPL Financial in Fairfax, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill, Bank of America, and Infinex Investments Inc. He is involved with Virginia Asset Group and has experience in insurance agency operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management services supported by proprietary research and technology tools.

Stephen Sopko is a financial advisor with Wells Fargo Clearing based in Woodbridge, VA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including over a decade at Wells Fargo Clearing and more than 20 years with Wachovia Bank, N.A. In a personal capacity, he serves as a power of attorney and trustee for family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

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 financial advisor at Edward Jones with five years of industry experience. He previously worked at R.W. Murray Co. and Brasfield & Gorrie, LLC and has been involved with Amway Corporation since 2008. Outside of his advisory role, he serves as an assistant coach for the Greater Fauquier Little League, teaching baseball skills to children ages 7-8. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through 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 and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, including prior roles at Avantax and ownership of Expert Tax Service, Inc., a tax preparation and accounting business. Carson is also involved in selling group insurance products in the Fairfax Station, VA area. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across various allocation approaches.

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 in Fairfax, VA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A., as well as Truist Advisory Services and Morgan Stanley. Outside of his advisory work, he has driven for Uber on weekends. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various financial planning and asset management solutions through a large network of investment adviser representatives.

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.