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Nathaniel G

Series 66

Ashburn, VA

Edward Jones

Nathaniel George is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he manages rental properties in Virginia. 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 solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert C

Series 63, Series 65

Chantilly, VA

Thrivent Investment Management

Robert Cox is a financial advisor with Thrivent Investment Management in Chantilly, VA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory work, he is a drummer and percussionist, performing primarily with the bands Cracked Sky and Big Bad Juju. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option but keeps the services separate.

Business ownership considerations
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Deborah T

Series 66

Haymarket, VA

Edward Jones

Deborah Trnka is a financial advisor with Edward Jones in Haymarket, VA, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy Divorce financial planning Wealth management Military & Veterans Government Employee
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James G

Series 65

Manassas, VA

Griffin Financial Services

James Griffin is the sole advisor at Griffin Financial Services in Manassas, VA, holding a Series 65 license with three years of industry experience. He is also a part owner of Air Treatment Company, a full-service HVAC business, and operates a tax preparation service, Render Unto Caesar, which he has managed since 2011. Griffin Financial Services is an independent advisory firm serving individuals, high-net-worth clients, trusts, and business entities, managing approximately $12.1 million. The firm employs fundamental and cyclical analysis alongside modern portfolio theory to create tailored investment strategies, offering discretionary and non-discretionary asset management, portfolio monitoring, and optional financial planning.

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Arthur H

Series 63, Series 65

South Riding, VA

StrategicGlobal Insight, LLC

Arthur Hall is the sole advisor at StrategicGlobal Insight, LLC, holding Series 63 and Series 65 designations with 20 years of experience at the firm and 32 years in the industry overall. He has been self-employed since 1994, managing internet sales, online teaching, and talent services alongside his advisory work. StrategicGlobal Insight, LLC operates as an independent firm serving clients with personalized financial guidance.

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