Joseph Castelli is a financial advisor at Edward Jones in Manassas, VA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Ahmed Idlibi is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, Wells Fargo, and Truist. Idlibi also founded Resu Consulting LLC, which he operated for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence that combines quantitative screening and qualitative research.

Harry Horning II is a financial advisor at OSAIC with a Series 66 designation and 13 years of industry experience. He previously worked at SagePoint Financial for 10 years and serves in the U.S. Marine Corps. Outside of his advisory role, he is the founder and CFO of Phase II, LLC, a government contracting business focused on community and enterprise development. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as financial planning, managed portfolios, and retirement consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various tools and strategies.

Nancy Popovich is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Baird since 2007. Outside of her advisory role, she serves on the Virginia Hospital Center Health Board’s Investment Finance Committee and is involved as a board member, troop leader, and treasurer for a local Girl Scouts troop. Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

April Du Bois is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked at McKinsey & Company for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

William Frogale is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2013, initially serving as an Investments Representative before his current role. Prior to joining Fidelity, he worked as a Financial Planner at PRUCO Securities, LLC from 2010 to 2013, a Financial Advisor at VALIC Financial Advisors, Inc from 2006 to 2009, and as a Registered Marketing Associate at Citigroup Global Markets Inc from 2005 to 2006. With over 20 years of experience in financial services, William has worked with a diverse range of investors and client families. He focuses on wealth planning and helping clients work toward their financial goals. He holds a California Insurance License.

Shawn White is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at UBS Financial Services Inc. and The Vanguard Group, Inc. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware strategies and defensive tactics.

Sharolyn Wood is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to her current role, she worked at Primerica Financial Services and spent nine years with Prison Fellowship International. Outside of her advisory work, she is a co-host and speaker for a church-based multi-session conference. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kate Okusa is a financial advisor with OSAIC, holding a Series 66 designation and bringing nine years of industry experience. She previously worked at FSC Securities Corp for seven years before joining OSAIC in 2023. Outside of her advisory role, she also serves as a life insurance broker, providing life insurance products as part of client financial plans. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing risk-tolerance assessments and third-party manager programs.

Alexander Neishell is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Herc Rentals and Temp Power Generator Rental. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Coty Backmon is a financial advisor with Equitable Advisors in Gainesville, VA, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, PNC Wealth Management, Merrill, and Wells Fargo Clearing. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Han Saem Hur is a financial advisor at Morgan Stanley with Series 66 registration and three years of industry experience. Prior to joining Morgan Stanley in 2023, Hur worked for eight years at KOTRA (Korea Trade-Investment Promotion Agency) in New York. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through various investment and financial planning platforms.

Andrew Armati is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 license and six years of industry experience. He has been with Raymond James and its affiliated entities since 2020 and is also associated with McDermott-Armati Wealth Strategies, LLC. Prior to his advisory career, he worked in education and the food service industry. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports clients through various advisory programs, with a notable presence in municipal and public finance advisory.

Mustafa Al Jadooa is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., and Bank of America, N.A. Outside of finance, he has work experience with Doordash and the Fairfax County Park Authority. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lyle Martin is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked for AT&T/Cricket Wireless for 21 years. Outside of finance, he works as a brick specialist, providing customer service and selling LEGO sets. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides comprehensive, goal-based financial planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called WealthPlan.

James Tobias is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and having 23 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Tobias serves as a board member for the Liberty Run HOA, vice president of the Liberty High School Boosters, and treasurer/secretary of the Great Creek Hunt Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning on a wide range of topics, with the option to combine planning services with managed accounts under a consolidated billing structure.

Patrick Heijmen is a CFP® with 23 years of industry experience, currently serving at Wells Fargo Clearing. His prior roles include positions at LPL Financial, The Fauquier Bank, and Middleburg Bank. He is an investment committee member for the Highland School in Warrenton, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a wider range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jason Lesnik is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has been with Cambridge since 2016 and also serves as president of Custos Financial Services, LLC. Lesnik is actively involved in his community as a member and president of the Manassas Volunteer Fire Company. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through various platforms and provides access to third-party advisers and proprietary model strategies.

Christopher Kaiser is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at firms including Mason Investment Advisory Services and TD Ameritrade prior to joining Edward Jones. 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 large network of financial advisors and branch offices nationwide.

Kathryn Okusa is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and previously worked at FSC Securities Corp for seven years. Outside of advising, she manages SAVAL Livestock LLC, overseeing herd size, financial coordination, and operational decisions related to livestock management. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a diverse client base that includes individual investors, retirement plans, charities, and corporate clients.