Sherri Phillips is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 designations and bringing 34 years of industry experience. Her career includes prior roles at Morgan Stanley, Citigroup Global Markets, and MetLife Investment Fund Services LLC. She is based in Warrenton, VA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from its investment institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Amanda Burton is a financial advisor at Stifel with 24 years of industry experience. She holds a Series 66 license and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, Truist Advisory Services, and Bb&T Securities. Outside of her advisory role, she is a commissioned notary in the Commonwealth of Virginia. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses used as a basis for client decisions.

Michael Kuzara is a financial advisor at Edward Jones in Marshall, VA, holding a Series 66 designation with two years of industry experience. He has served in the US Army since 1992 alongside his financial advisory role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory programs supported by a large nationwide network of advisors and branch offices.

Steven Crouch is a financial advisor at Stifel with Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of his advisory role, he serves as trustee for the Alice Johnson Meadows Trust and is treasurer of the Fauquier Community Coalition, a nonprofit providing assistance to the poor in Fauquier County. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group, supporting clients in retirement, insurance, and estate planning decisions.

Elaine Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. Her previous roles include positions at Momentum Independent Network Inc., Capitol Securities Management, Inc., Anderson & Strudwick, Incorporated, A&S Capital Advisors, Inc., and Morgan Stanley DW Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Marie Canterbury is a financial advisor at Cetera with 33 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including T. Rowe Price Investment Services, MassMutual, Wells Fargo Clearing, and Ameriprise. Outside of her advisory role, she serves as a board member for the Cedar Mill Homeowners Association. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of investment and retirement services through a network of over 10,000 advisors and manages more than $256 billion in assets.

Joseph Irvin is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Scott & Stringfellow, LLC. Irvin serves as an endowment committee member for St. James Episcopal Church and acts as a trustee and power of attorney for several trusts in Warrenton, VA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Raleigh Kraft is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Advisors, H. Beck, Inc., and Oppenheimer. Outside of advisory work, Kraft manages a farming operation. 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 advisory and brokerage services through its extensive network of investment adviser representatives, utilizing various investment strategies and technological tools.

Christine Emond is a financial advisor with Ameriprise in Warrenton, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as a non-officer member of the Brightwaters BPOA Board and owns CME Advancing Partners, LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Josiah Wines is a financial advisor with Edward Jones in Warrenton, VA, holding a Series 66 designation and six years of industry experience. His career includes prior roles at Bankers Life and service in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a 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 and operates a large network of financial advisors and branch offices nationwide.

Jan Kamphuis III is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Truist Advisory Services. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Erizde Rios is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Rios worked at Wells Fargo Bank, NA, from 2019 and Rite Aid from 2017 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to support its investment strategies.

Nicholas Sicina is a CFP® professional with 15 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Warrenton, VA. Outside of his advisory role, he serves as a representative payee for his brother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Sarah Atkins is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. She holds Series 63 and Series 66 licenses and operates out of Marshall, VA. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors, serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jamie Streets is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Truist Bank (formerly BB&T) for eleven years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Linda Whittington is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has previous experience at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory role, she owns Whittington Wealth Management and Whittington GP, LLC, which she formed to facilitate a partial sale to an investment partner. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including niche areas such as business-owner transition and sports & entertainment planning. The firm supports advisors with proprietary research and planning tools, offering clients customized recommendations delivered through discrete planning engagements.

Richard Catalfamo is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Outside of his advisory role, he provides home care for his special needs son. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

James Pearson is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 designations and bringing 12 years of industry experience. His prior work includes roles at Nationwide Securities LLC and RSM US Wealth Management LLC. Outside of his advisory career, he is the owner of Pearson Financial Services, LLC, and has involvement with 4 C Caddies LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers diverse account implementation options across multiple platforms and custodians.

Charles Nagelvoort is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.